Selecting a Matter Type

When creating a New Matter, select the appropriate Matter Type to further categorize the matter based on the type of legal work involved. The available Matter Types are based on the Practice Area selected for the matter.

Click the Matter Type dropdown to view the available options. Select the Matter Type that best describes the matter. Choosing the appropriate Matter Type helps organize and categorize matters more specifically, making it easier to manage, search, and report on different types of legal work.