Matters that run themselves
Open a matter in minutes. Everything—tasks, time, docs, billing—stays attached. No more switching between systems or losing track of important information.
Matter Creation Wizard
Watch how easy it is to create a new matter and get started in seconds
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How to Create a Matter
Follow these simple steps to create a new matter and start organizing your practice.
Click "Create Matter"
From your dashboard, click the "Create Matter" button or use the quick action menu.
Matter Creation Button
Screenshot showing the create matter button location
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Fill in Matter Details
Enter the matter name, client information, matter type, and any relevant case numbers. The wizard guides you through each field.
Matter Details Form
Screenshot of the matter intake wizard form
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Set Billing Configuration
Choose your billing method (hourly, flat fee, retainer, etc.) and set rates. You can customize this per matter.
Add Team Members (Optional)
Assign team members to the matter and set their roles. Everyone gets access to time, documents, and tasks.
Start Working
Your matter is ready! Everything—time entries, documents, tasks, expenses, and billing—stays attached automatically.
Why Matter-First Works
Everything in LawMate revolves around matters, keeping your practice organized and efficient.
Matter Intake Wizard
Modern, step-by-step wizard that makes matter creation quick and error-free.
Everything in One Place
All time entries, documents, tasks, expenses, and billing automatically attach to the matter.
Clean Activity Timeline
See a chronological view of all matter activity—from creation to completion.
Status Tracking
Track matter status, milestones, and deadlines with automatic reminders.
Matter Dashboard Overview
See how all matter information—time, documents, tasks, and billing—is organized in one place
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Ready to get started?
Create your first matter in minutes and experience the power of matter-first practice management.