Create Matter
Users with any role are allowed to create matters in Reportsvault. Creating a matter involves completing a structured form that captures critical information related to the matter.
To create a matter:
- From the left navigation pane, go to Matters > Create Matter.
- On the Create Matter page, complete the following fields:
Enter a concise, descriptive title for the matter. This will be used for referencing and searching.
Select the relevant matter type from a predefined list (e.g., Litigation, Compliance, M&A). This defines the structure of the matter.
Choose the matter’s category.
Indicate the date on which the matter was received.
Choose the initial status of the matter (e.g., Assigned, Returned, Closed).
Use the Yes/No toggle to indicate whether this matter is urgent.
Use the Yes/No toggle to restrict matter visibility. Confidential matters can only be viewed by specifically assigned participants.
Provide a clear and thorough description of the matter, outlining key details, background, or objectives.
Assign internal or external users (e.g., in-house counsel, outside counsel, reviewers) who will have access to and responsibility for the matter.
Upload supporting documents such as initial filings, memos, emails, or scanned records.
Note: Some fields are marked with a red asterisk . These are "required" fields. If you do not complete these fields, an error message will be displayed before you save the new Matter
- After filling in the required fields, click Create to create the matter.
- Once saved, the matter will appear in the Matter list and can be updated or tracked in real-time.