MATTER INTAKE

New Matter

Build a connected workspace for the new matter.

1 Add Matter Type2 Matter - Detail3 Matter - Team4 Matter - Review5 Matter - Creating

Choose the type of work you are opening.

Civil LitigationDisputes, motions, hearings, and trial workEstate PlanningWills, trusts, probate, and guardianshipCorporate AdvisoryBusiness agreements and strategic counselReal EstateTitle review, leases, and closings

Cancel

Add the core matter and client details.

Matter titleClient nameClient emailNext deadlineOpposing party / counsel

Assign the matter team.

Responsible attorneyAssigned assistant Enable limited client portal access

Review before creating the connected workspace.

When you create this matter Laravel will assign a matter number, save the client record, initialize the workflow, and connect the matter to integration adapters.

Matter type—Matter title—Client—Attorney—

Creating your matter workspace.

Preparing matter, workflow, and integration links.

Click finish to save the matter and open its dashboard.