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Add New Matter

This guide provides detailed, step-by-step instructions for adding a new Matter in Lawtrac.

To create a new matter, click Add New Matter from the Matters tab.

Add New Matter

  1. From the Add New Matter page, choose a matter classification from the drop-down menu and click Continue. Repeat this process for keyword, and/or issues (if available).
  2. Enter matter name and short name in the appropriate text fields. Information is saved successfully when you see the  icon. Without a unique matter name or short name, you cannot move on to the next step.
  3. Click Next. See Start for details on the step-by-step process.

 

Note for site administratorsIt is recommended that you establish policies for adding matters based on your company's needs and the categories of data that require tracking for each matter type.

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