A matter is the central record for each legal case or transaction handled by your firm. Parties, documents, tasks, time entries, billing records, and communications are all linked to the relevant matter.View Your MattersSelect Matters from the left-hand s ...
To create a new matter in CaseConnect:Go to Matters and select New Matter.Complete the required fields:Matter type: Select a type, such as Conveyancing, Family, Litigation, or Commercial.Title: Enter a short, descriptive name. If left blank, CaseConnect g ...
Matter statuses indicate the current stage of a case or transaction.StatusMeaningPendingThe matter has been created but is not yet fully active.OpenThe matter is currently being worked on.On HoldWork is paused while awaiting the client or a third party.Aw ...
A matter in Draft status is not yet fully active. While it remains in draft:Documents cannot be generated.Billing functions are unavailable.After completing the matter setup—including adding parties and completing the conflict and AML checks—select Finali ...
When you open a matter, its information is organised across several tabs:TabWhat it containsOverviewKey dates, financial summary, quick actions, and the parties panel.TasksTasks and critical dates associated with the matter.Matter DataCustom fields specif ...
Parties are the people and organisations involved in a matter — clients, opposing solicitors, barristers, courts, and so on.To add a party:Open the matter and go to the Parties tab (or use the parties panel on the Overview).Click Add Party.Search for an e ...
Before finalising a matter, you can record:Conflict check status — Not Required, Pending, Cleared, or Conflict DetectedAML check status — Not Required, Pending, Cleared, or AML Check FailedBoth have a notes field for recording the outcome and date.Running ...
If your firm shares fees with consultants or pays introducers for referred work, the Fee share panel on the matter's Billing tab is where you record who's entitled to a share of that matter's profit costs.This is a Firm Admin action — anyone else can see ...
Your Firm Administrator can configure custom fields for different matter types. These appear in the Matter Data tab and let you capture practice-specific information (e.g. property address for conveyancing, court reference for litigation).See Custom Field ...
1. Open the matter.2. Use the Edit button on the Overview tab to update core fields (title, fee earner, billing type, dates, etc.).3. Click Save.Matter references cannot be changed after creation.
Open the matter.Change the status to Closed (or Not Proceeding if it is not going ahead).A close date is automatically recorded.Confirm any outstanding tasks or billing before closing.
Archiving is the step after closing — it marks a matter as a historical record. Once archived, the matter is read-only.How to archive:Open the matter. Its status must already be Closed or Not Proceeding — you cannot archive an open matter directly.Click t ...
Client reference: If your client has their own reference number (e.g. from their insurer), add it to the matter — it appears in correspondence as "Your Ref."Duplicate check: Before creating a matter for an existing client, check the Contacts section first ...