Creating Your First Matter

Creating Your First Matter

A matter is the central unit in Digiiworks Legal — it represents a case or engagement and ties together clients, documents, time entries, invoices, and deadlines.

Creating a Matter

1. Navigate to Matters and click New Matter.
2. Fill in the required fields:
   • Matter title — A descriptive name (e.g., "Nkosi v Nkosi — Divorce")
   • Client — Select an existing client or create a new one
   • Matter type — Choose from your configured categories (custody, maintenance, divorce, commercial, etc.)
   • Responsible attorney — Assign the lead lawyer
3. Click Create — your matter is now active and ready for work.

What You Can Do Within a Matter

• Documents — Upload and organise case files securely. See Uploading and Organising Documents.
• Time entries — Log billable hours against this matter. See Time Tracking and Billable Hours.
• Notes — Add case notes that are automatically timestamped.
• Deadlines — Set court dates, filing deadlines, and compliance due dates. See Deadline Tracking and Compliance Alerts.
• Invoices — Generate invoices from tracked time. See Invoicing Clients and Tracking Payments.

Converting a Lead

If a prospect came through the intake chatbot, you can convert them directly. See Managing Leads for the full workflow.

Tips

• Use consistent naming conventions for matter titles — this makes searching much easier.
• Set deadlines immediately when you create a matter. Digiiworks will send automated reminders at 14, 7, and 1 day before each deadline.
• Assign matters promptly so the responsible attorney receives notifications.