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Corporate Matters can be easily added via the quick Create button in the navigation menu:
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- 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 Mattermatter. For example, Legal Consultancy, Settlement, Acquisition, Administrative, etc...
- Arrival Date: When this matter reaches your office, by default, it takes the current date.
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- 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.
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