You can assign Firm Members to Files and Events you created. The default location that Amicus Attorney by CARET looks for is your Workgroup. This allows for easy access to people that you most commonly interact with.

To change who is in your workgroup

1. Click on Office > Preferences in the navigation pane, then select My Workgroup under the General section.
   
   
   
2. The My Workgroup right-hand column lists people who are currently in your Workgroup.
   
   
3. Select one or more items in a column, then click the arrows in the middle to move them right or left or double-click an item to move it to the other column.

Click Clear to remove all items from the My Workgroup column.