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Creating a matter

How to create a matter on Legatics

Legatics Support avatar
Written by Legatics Support
Updated over a week ago

Creating a matter can be done quickly, in a few simple steps.


In this article:


How to create a matter

  • To open a matter, first click on the Legatics logo on the top left of your screen to go to your home page. Then click the 'Create matter' button.

  • Select whether the matter is live or demo.

    If you are opening a matter to test the platform or to present a demo to your team, for example, you should select 'Demo'. If you're running a live transaction and external participants are being invited to the matter, choose 'Live'.

  • Decide whether you would like to build your new matter from scratch or use one of your templates. For more information about the "Matter template" option visit this support article.

  • Fill in the remaining details, including the matter name and number - compulsory fields are marked with an asterisk (*). Once you have done so, click 'Next step'.

  • Add more roles and organisations then click 'Next step'.

  • Decide if you would like to turn on notifications for the matter. To enable notifications tick the checkbox and then press 'Create matter'.


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If you have any questions about opening a matter, please get in touch with the team at support@legatics.com.

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