How do I create a new matter?

To initiate a new matter, you must have the requisite permissions, generally assigned to Admin or Super Admin roles. If these permissions are not available, please contact your account administrator.

Step-by-Step Process

1. Access the Matter Creation Page: Click the "+" icon located in the top-right corner of any Clarra page and select "+ New Matter."

2. Fill in Matter Details:

• Matter Number: Automatically generated by Clarra and cannot be altered. It serves as a unique identifier within your organization, distinct from the Court Case Number.
• Matter Name: Assign a name to your new matter.
• Matter Type: Choose from predefined matter types available. If the required type isn't listed, contact your administrator for modifications.
• Complexity: Indicate if the matter is complex by selecting "Yes" or "No."
• Primary Office Handling: Select the office responsible for managing the matter, applicable if your organization operates multiple locations.
• Matter Summary: Provide a brief description or summary of the matter.

3. Dates:

• Date Opened: Defaults to the current date but can be adjusted.

4. Team and Access Controls:

• Lead Attorney and Team Members: Add the names and initials of the lead attorney and any additional legal team members involved.
• Documents Directory: Default storage location for all related files.
• Matter Access: Set permissions to define who can view or edit the matter details.

5. Court and Legal Details:

• Court: Input the court name or select from a dropdown of predefined courts. If necessary, additional courts can be added via Account Settings.
• Judge: Link the judge’s name to the matter. Add new judges through the Contacts section if not listed.
• Court Case Number: Enter the number assigned post-filing.
• CalendarRules Jurisdiction: If applicable, select the correct set of rules from your CalendarRules subscription to ensure compliance.

6. Custom Fields

• Funder: Choose funders involved in the case. Multiple selections allowed.
• Priority: Set the priority level of the matter.
• Provider Name and Coverage Amount: Specify medical or service provider details and the amount of coverage.
• Add Medical Provider: Add additional provider details.
• Intake Status and Campaign: Indicate the current status of intake and associated campaign.
• Contingency Fee and Policy Details: Input contingency fee agreements and policy details.
• Coverage Notes: Describe the insurance coverage, amount, and specific notes.
• Date of Accident: Select the date of the incident.
• EMS and Health Insurance: Enter EMS details and health insurance information.
• Insurer and Limits: Specify insurer details and insurance limits.
• Location: Indicate the location related to the matter.
• Attach File: Upload relevant documents or files.

7. Additional Case Data

• Qualifying Years and Impairment Rating: Enter the number of years qualified and select applicable impairment ratings.
• Contact Details: Input the contact name and email for involved parties.
• Statute of Limitations and Term: Set the statute of limitations and term details.
• Solicitors: Select solicitors involved in the case.
• Custom Notes: Add any relevant notes or referral sources to the case

8. Save and Proceed: Once all fields are correctly filled, click 'Save' to create the new matter.

Need Assistance? For more detailed instructions or if you encounter any issues, don’t hesitate to contact us immediately.