Entities

Create Matter

1 of 500 matters used.

Direct entity creation: This matter is being created directly instead of from an approved workflow. Keep it in Compliance Review until conflicts/compliance checks are complete. Move the matter to Open through the normal change-approval path when the review is complete.

Client matter template: turn on Create as this client's template matter below. The client can have one template, and future matters may copy its defaults.

Matter name

Matter type

Matter description

Client

Use client template values

Create as this client's template matter

Responsible user

Lead partner

Practice area

Status

Opened date

Closed date

Primary contact

Email address

Phone number

Address line 1

Address line 2

City

State

Postal code

Country

Time increment

Time code set

Requires time approval

Notes

Cancel