Open a matter

Step by step

1. Intake Matter Coordinator

   Matter Coordinator records the client counterparty, organization, owner, subject and jurisdiction. The case starts with an identifiable scope.

   • Identify the case and counterparty
   • Updates Matters, Clients, Organizations

2. Conflict decision Supervising Attorney

   Supervising Attorney considers the relevant parties and evidence, then records a clear, conflict or more-information decision.

   • Retain decision and evidence
   • Updates Conflict reviews, Matters
   ApprovalA person approves before the work moves on.

3. Engagement Matter Coordinator

   Matter Coordinator adds the engagement reference after a clear result and puts the matter into engaged work.

   • Retain the engagement reference and guarded outcome
   • Updates Matters, Operation receipts

4. Active work Matter Coordinator

   The owner begins the recorded events, deadlines and document work within the agreed matter scope.

   • Assign the next dated actions
   • Updates Matter events, Matter deadlines

Matter Coordinator

Prepares and advances the work; Supervising Attorney makes the clearance decision; Auditor inspects retained evidence.