Create a matter

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.

✍ Duplicate an existing Matter

With Matter Duplication, you can now create a new matter based on an existing one — saving time while ensuring consistency. 

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. 

☝ Link Matter with others

Link related matters to easily recognize when a similar situation has already occurred, learn from how it was previously handled, and ensure a consistent approach moving forward.