How to Add a New Corporate Matter

Objectives

• Insert a Corporate Matter in the database

Steps

Corporate Matters can be easily added via the Create button in the navigation menu:

You will be asked to fill out some mandatory fields and additional matter details:

First, within the General Info tab, specify the name, area of practice, matter arrival date, and so on...

• Name: Enter a name for the matter - this will make it easier to search for later.
• Practice Area: A customizable list for defining the related area of practice for this matter. For example, Legal Consultancy, Settlement, Acquisition, Administrative, etc...
• Arrival Date: When this matter reaches your office, by default, it takes the current date.

Additionally, you can describe the matter and identify the client requesting it, search for existing clients, or add new ones on the fly, specify the internal reference number, priority, privacy, and attach any related files if needed.

Under the More Details tab, provide some extra details such as dates, related people, custom fields, rates, and so on:

Date & Time: 

Some information includes:

• Filed on: the date on which you started working on the Matter.
• Due Date: Whether a deadline is imposed by the client or from your end.
• Estimated Effort: You can add an estimate of how much effort this Matter will require (This can later be compared with the actual effort from the Time Logs that are recorded on the matter)

People: 

Includes related people details such as:

• Requested by: the specific contact who requested this Matter.
• Assignee: The specific LEXZUR user, who is assigned to this matter, will belong to the chosen Assigned Team.
• Assigned Team: Select the Team that will be working on this Matter. 

And the names of any related company or person as well.

More Details: 

• Stage: A customizable list that depicts the progress of the matter on the legal side.
• Matter Container: In case you've defined a Matter container you can link this new Matter to its related container.
• Value: A monetary value to this Corporate Matter.

Custom Fields: 

Fill out the custom fields while adding the matter if necessary.

Matter Rate: 

Add any specific rate for this matter as well.

Now you have added your corporate matter, you can go further with additional steps such as adding related tasks, reminders, or attachments.

You can now track and manage all your corporate matters from one grid.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!