How To Create A Matter?

How To Create A Matter?


Introduction

Matters are to be used to represent a case, legal matter or project. Essentially they represent the work being undertaken on behalf of the client. Each matter belongs to a client record and is automatically assigned a unique matter code.

Create A Matter

Step 1: Select Matters

Select Matters from the left hand navigation bar to open the All matters list page..

Step 2: New Matter

Create a new Matter by clicking on Matters > New matter and ensure you click the Submit and open button once you have completed the form.



InfoNote: Ensure you select an Activity code set to enable time recording for the new matter.

Step 4: Enter Matter Details

Enter in the following information to create a new Matter record:

Field
Notes
Client
The client which the matter is related to.
Name
The name of the matter
Status
The status associated with the matter. (either Open or Closed)
Matter type
The type of the matter.

Note: This can automatically set default values for the Activity code set, Expense code set, Invoice profile, Billing arrangement and Rate type.
Activity code set
The activity code set which will be used when recording time.

Disbursement code set
The activity code set which will be used when creating disbursements/expenses.
Client reference
The reference provided by a client (eg PO number) associated with the matter.
Tags
Tags can be assigned to apply categories to matters. For example 'High Risk' or 'AML Completed'.
LinkedIn URL
The linked in URL for the organization.
Calculate estimates from plan
When set to 'Yes', the system will automatically calculate the values for Estimated hours, Estimated fees and Estimated disbursements based on the values included within the Matter plan. 
Estimated hours
The estimated hours for this matter.

Note: Can either be calculated based on the plan or entered by a user.
Estimated fees
The estimated fees for this matter.

Notes:

 - Can either be calculated based on the plan or entered by a user.
 - Used when determining if a matter is approach or exceeding a fee estimate on the dashboard and the daily insights email.
Estimated disbursements
The estimated disbursements for this matter.

Note: Can either be calculated based on the plan or entered by a user.
Invoice profile
The invoice profile associated with the matter.
Billing arrangement
The billing arrangement associated with the matter.

Rate percentage
Can be used to provide a discount or premium to the applicable rates on a matter. 

For example a value of 90 would represent a 10% discount.
Rate type
The rate type associated with the matter.
Currency
The currency of the matter.
Owner (responsible 1)
The owner of the matter.
Supervisor (responsible 2)
The supervisor of the matter.
Permissions
Specify whether access to this matter should be for All users or Specific users.

Step 5: Submit and Open

Click the Submit and open button located in the bottom right hand corner of the form.
The Matter overview page will then be displayed on screen

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