In this video we will walk through how to create a new Matter in Practice Pro.
Ways to Create a Matter
Quick Add method
From the Matters list page
Quick Add Method
The Quick Add method is ideal for quick entries while working in other areas of the system.
Click the + icon next to your name in the navigation bar.
Select Matter from the dropdown menu.
Enter the matter's information.
Click Save.
The system will redirect you to the Matter Details page. Here, you can view and manage everything related to your new matter.
Matters List Page Method
Navigate to the Matters page from the left-hand menu.
Click the Add Matter button.
Enter the matter's information.
Click Save.
The system will redirect you to the Matter Details page. Here, you can view and manage everything related to your new matter.
Matter Form Details
Required Fields
Client: Search and select from the dropdown.
Matter Name: Enter the name of the matter.
Matter Originator: Specify who brought the matter to the firm.
Matter Manager: Identify the person responsible for the matter.
Matter Type: Select from the preset list within the dropdown.
Status: Choose the current status of the matter.
Billing Type: Indicate the billing type (Hourly, Fixed, etc.)
Optional Fields
Matter Number: Auto-generates or enter a custom number.
Description: Provide a brief description of the matter.
Subtype: Specify the subtype if applicable.
Jurisdiction: This field appears based on the matter type.
Billing Cycle: Enter billing details.
Role Group: Assign a custom list of staff and their rates.
Tags: Use tags to filter matters.
Billing Notes: Add any relevant billing notes.
LEDES Options: If applicable, include LEDES billing options.
Custom Fields: Fill in any custom fields set up by your firm administrator.
Import Multiple Matters at Once
Admins have the ability to import multiple matters at once via CSV file.
Click into the Matters Tab from the left-hand menu.
Click the Import from CSV button.
Select Import Matters from CSV.
Choose a file to import.
Click Import.
