How to Manage Matter Practice Areas

Objectives:

• Add new practice areas

• Manage existing practice areas

• Set or update practice area prefixes

Steps:

Practice Areas are essential for classifying matters and cases in the system. When creating a new matter or case, selecting a practice area is mandatory, as it determines the area of law it belongs to.

• These settings can be managed under:

System Settings → Matters → Practice Area & Due Dates

Adding a New Practice Area

• Click the “Add Practice Area” link at the top of the settings page.

• Enter a Name for the practice area.

• Specify where it applies:

  • Matters only

  • Cases only

  • Both
    (Check the appropriate boxes)

• Optionally, configure due dates for this practice area:

  • Default Due in (Days): Set a general target completion timeframe (e.g., 30 days).

  • Custom Due Dates: Add specific rules based on:

    • Matter priority

    • Client

    • Custom due period (number of days)

• Set a Prefix: This is an abbreviation for the practice area used in Matter IDs.

• Click Save to add the new practice area.

Managing Existing Practice Areas

• The Practice Area & Due Dates page displays a list of all defined practice areas.

• You can Edit or Delete any practice area from this list.

• To update:

  • Due In (Days): Click edit and modify the default due timeframe.

  • Prefix: Update the prefix abbreviation used in Matter IDs.

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

Thank you!