Creating a Matter

To create a new matter in CaseConnect:

1. Go to Matters and select New Matter.

2. 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 generates one based on the client and matter type.

   • Client: Search for an existing contact or create a new contact.

   • Fee earner: Select the solicitor responsible for the matter.

   • Billing type: Choose Hourly Rate, Fixed Fee, Conditional Fee, or Legal Aid.

   • Date opened: This defaults to today’s date, but can be changed if necessary.

3. Add any relevant optional information:

   • Practice area

   • Estimated value

   • Target completion date

   • Client reference used for correspondence

4. If applicable, select a Matter Template. This can automatically create tasks, critical dates, and folders for the matter.

5. Select Create Matter.

Matter Templates: When you use a template, CaseConnect pre-populates the matter’s tasks, critical dates, and folder structure. For more information, see [Firm Settings — Matter Templates](./13-firm-settings.md).