Classification

Update the matter governing category if necessary. The classification you entered may appear with drop-down lists that add more detailed classifications. You can select the classifications from these drop-down lists or change the existing classification.

Matter No.

Select the matter number prefix.

Important: The Matter No. field is dependent on whether or not your company uses the automatic number sequence feature. Each prefix has a default work group setting. If you are not a member of the work group associated with a particular prefix, that prefix does not appear in the Matter No. drop-down.

Status

Select the status for the matter you are creating. You can create matter records for matters which are already closed, for reporting purposes.

Priority

Select the matter priority.

Matter Name

Enter a name for the matter. You can enter up to 250 characters. Unless you enter a unique matter name, you cannot move on to the next step.

Matter Short Name

Enter a short name for the matter for use in searches and some matter listings. You can enter up to 75 characters. Unless you enter a unique matter short name, you cannot move on to the next step.