Matter Management

Create, edit, link and close legal matters.

Matter tools ready
Existing matters are listed firstUse the list below to find live, review and closed matters.
Edit matter loads the formClick ?Edit matter? to populate Create / Edit Matter, then save changes.
Entity links are separateUse Assign Entity to Matter to attach clients, opponents, witnesses or organisations.

Matter Management

Existing matters are visible below. Click ?Edit matter? to load a matter into the form. Saving updates the selected matter when editing.

Loading matter management...

Existing Matters

Review, edit, delete, and unlink entities from real legal matters.

Create / Edit Matter

Create a new legal matter or update the selected matter. Existing matters can be edited using ?Edit matter? in the list above.

Assign Entity to Matter

Matter/entity linking is separate from editing the matter fields.

Custom Matter Type Library

Optional client-specific matter types used by the Matter Type dropdown.