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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.

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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.

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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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