Open a new matter

1 About the client(s)

Add a card for each client we act for on this matter — any combination of individuals and non-individuals.

2 About the matter

Matter Type data is used for firm-wide analysis. If no applicable type exists, a new one can be arranged before opening.

3 Matter contacts & parties

4 Segmentation & source

Segmentation allocates the client to the appropriate 12-month email campaign — please select carefully.

5 Risk, costs & referral

7 Property details (optional)

Complete if the matter concerns a property — these populate the property fields within the Case Matter in Actionstep.

8 Other relevant information