Create a new matter in MatterCenter

To create a new matter within MatterCenter proceed with the following steps:

1. Click the hamburger menu next to the DMSforLegal title.
2. Click the button Actions. A new screen for both matter creation and user creation will open.

3. Click on Create a new matter and fill out the required data as shown in the image below.

• Title: the name of the new matter.
• Client: the client to which the new matter belongs.
• ResponsibleAttorney: enter a name or email address of the person responsible for the matter.
• BillingAttorney: enter a name or email address of the billing attorney.
• PracticeArea: add a label to the matter to categorize based on practice area, i.e. administrative, labour law.
• MatterStatus (not required): an indicator for whether the matter is active or inactive. A matter is active by default.

4. Click on Save. The Matter is now saved and a MatterCode is automatically created as is the Matter in which documents and emails can from now on be filed.