Creating a matter in Legatics is a straightforward process. We've got a simple setup wizard that breaks everything down into simple steps. This guide will walk you through each step, from initiating a new matter to configuring its settings, ensuring a seamless setup tailored to your needs.
Prerequisites: You need to be a Member
Steps to create a matter
Tip: You can go forward and back through these steps as needed
Step 1: Initiate matter creation
From the my matters page press create new matter in the top right corner
Step 2: Select your matter type
Select if you want to create a demo matter or a live matter (click here to understand the restrictions in demo matters)
Heads-up: Once created, you can't change this selection
Step 3: Choose setup method
Decide to build from scratch or use a matter template.
Good to know: If you select matter template, you'll see all the templates created by your Template Admin. These are matters pre-populated to help get you started faster.
Step 4: Enter matter details
We need the following information (required fields are marked with an asterisk*).
Note: You can update these details later
Name* | Identifies the matter. Choose a name that clearly reflects the transaction or project to help participants quickly recognize it |
Number* | The unique identifier for your matter internally |
Description* | Provides a brief overview or context for the matter. Use this field to describe essential details to help participants understand the matter at a glance |
Deal type* | Categorizes the matter based on its nature. This classification aids in organizing and filtering matters for reporting or searching. |
Partner* | Indicates the person responsible for overseeing the matter, typically a senior lawyer or project lead. This helps participants know who to contact for high-level decisions or escalations. |
Lead office* | Identifies the primary office handling the matter. This is especially useful for organizations with multiple locations, ensuring clarity about which team is leading the transaction. |
Supporting offices | Lists additional offices involved in the matter. This ensures all participants are aware of the broader team contributing to the transaction, fostering collaboration across locations |
Step 5: Add roles and organizations
This is an optional step. It's here to give you a quick and easy way to add roles and organizations before the matter is setup.
Step 6: Final configurations
Here you can turn on email notifications for the matter and, if turned on by your System Admin, confirm that you've got the consents you need to create the matter.
