Creating Matters

What is a Matter?

A "matter" in LawBridge CRM represents a legal case or project. Each matter is linked to a client and contains all related information including events, documents, and billing.

Creating a New Matter

1. Navigate to Matters in the sidebar
2. Click the "New Matter" button
3. Fill in the required information:
   • Title - A descriptive name for the case
   • Type - Select the practice area
   • Client - Link to an existing client
   • Reference - Your internal case number
4. Add optional details (description, assigned attorneys)
5. Click Save

Matter Types

Matter Status