Create a matter

Modified on Tue, 8 Jul at 11:59 AM

The Matters List centralizes all existing matters. From this main page, create your matters.

To create a matter, click on “Create a matter” and choose from the three default matter types:

Litigation: Use this matter type for disputes requiring court resolution, including lawsuits, contract disputes, and trial preparation. Ideal for tracking all legal proceedings from start to finish.
General matter: This versatile matter type is suited for a wide range of matters, including legal, business or administrative topics related to your organization.
Advice: Use this matter type to track requests for legal opinions or guidance, such as contract reviews, risk assessments, or general legal consultations.

Select a matter type and complete the form by providing the matter’s main details:

Name
Description
Date opened
Status

The form fields may very depending on the matter selected.

Once the matter is created, its overview page provides all the essential information related to the matter. All information regarding the matter is centralized on this page, ensuring everyone involved stays up-to-date and can easily access critical information.