How to create a Matter
Matter Creation Guide
This guide will provide a short introduction to help you learn how to create matters on your platform.
How to create a Matter
STEP 1
To Create a Matter, navigate to the “Manage Matters” section from the menu along the left-hand column. Then click the “+ CREATE” button in your screen's upper right-hand corner.
STEP 2
Select it from the “Matter Style”depending on your particular matter type. For this example, we have selected “Arbitration”. You can then determine the nomenclature of your participants based on the requirements of your jurisdiction. When finished, click “NEXT”.
STEP 3
Now enter an identifier for the Matter in “Matter number” and a tile in “Matter title”. When finished, click “NEXT”.
STEP 4
You can optionally schedule a conference using your platform's web conferencing module. This can also be set up after the matter has been created.
STEP 4
Enter the participants for the matter. You must enter the applicant, respondent, and neutral to create the matter.
STEP 5
You will see a confirmation screen, and all the participants will be invited to the platform.
STEP 6
Click "Return to Matters" to see the dispute you created as a matter card.
STEP 7
The participants you have added will be in the participant's tab on the matter card. If you need to add, modify, or remove participants, you can do it in this location.
Updated on: 12/06/2024
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