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Matters Overview
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To watch a video on How to create a matter > Click here
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Once the matter is completed, it can be archived, completing the life cycle of a matter in the system.
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Matter Creation
To create a matter select the matter icon, gold document file, from the top menu bar. 
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From the matters home page, select the 'New Matter' button. 
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Once in the 'New Matter' screen fill out the details as appropriate.
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Generally the matter number will be in the format 19-1053. The last 3 to four digits should be numeric and the system needs to offer a new matter incremented by one from the last matter number, however the user can override the matter number. Changes Changes in the matter number and other associated information must be logged and reported on and can only be performed by uses with sufficient security access.
To change the automatic matter number go to Appliance Settings > Matters and then change the Next Matter Auto-Number.
Examples of number series include:
A simple auto number
1000, 1001, 1002...
A two part number with a hyphen between parts
14-1000, 14-1001, 14-1002...
A leading M to indicate Matters
M1000, M1001, M1002...
It is highly recommended that the matter number series differ from the contact number series to avoid confusion.
Primary Client
Every matter must be associated with a client. That contact may be an individual, a number of people – e.g. a husband and wife – a company or another type of entity.
NOTE: if the contact has not yet been created, please first create the contact by selecting the contact icon (teal ID card) from the top menu bar. This can be done in a separate tab. Once the client is entered into Wise Owl Legal, select the primary client by typing their name into the field and selecting from the drop down menu. Once selected the client number will appear next to the client name. anchor
Matter Types
Wise Owl Legal has various default matter types. Additional matter types can be customised to the needs of individual law firms.
Examples of different matter types include:
Property Law
Family Law
Criminal
Wills & Estates
Commercial Litigation
To add matter types select:
Settings
Appliance Settings
Matter Tab
Manage Matter Types button
New Matter Type button
From this screen all the default matters are listed, including their jurisdiction. By selecting the link on either the matter code or matter name, the entire matter type can be edited.
Jurisdiction
Selecting the correct jurisdiction is important as generally accepted accounting principles can vary from jurisdiction to jurisdiction.
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There are three options available when creating the matter. They are:
Create and New -> creates the matter and re-opens the new matter page (good for mass data entry of matters)
Create and Edit -> creates the matter and stays on the matter edit page for that matter
Create and Exit -> creates the matter and returns to the matter register
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