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Matters Overview Matters Overview

Matters Overview

To watch a video on How to create a matter > Click here 

A new Matter is opened every time the law firm takes on a client's case or file. Each new matter is allocated a unique identifying matter number. 

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To change the automatic matter number go to Appliance Settings > Matters and then change the Next Matter Auto-Number.

Examples of number series include:

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Wise Owl Legal has various default matter types. Additional matter types can be customised to the needs of individual law firms. 

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• 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