Creating a Matter

A new Matter is created when your firm takes on a legal engagement for a Client.

Steps to Create a Matter

1. Navigate to the Matters section from the sidebar
2. Click Create Matter
3. Fill in the required details:
   • Client -- Select the Client this matter is for (must already exist in CRM)
   • Offering -- Choose the type of legal service being provided
   • Matter Name -- A descriptive name for the matter
   • Responsible Lawyer -- The lawyer primarily responsible
   • Additional Details -- Reference numbers, dates, and other relevant information
4. Click Save

After Creation

When a matter is created from an Offering:

• Outcomes are copied from the Offering into the Matter
• Components are copied under each Outcome
• Resources are linked to each Component for reference

These copies are independent of the original Offering, so you can customize them for this specific engagement without affecting the template.

Matter View

Once created, the matter appears in the matter list and can be opened to view its full details.

Adding Outcomes

If the Client's needs change, you can add additional Outcomes to an existing matter.

Outcome Details

Each matter outcome tracks the specific result being delivered.

Component Details

Components represent the specific tasks within each outcome.

Assigning Emails

Relevant emails can be linked to a matter for case reference.