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.