How do I create a new Matter?

How do I create a new Matter?

You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner). 
Additionally, on Matters page, you can click Create new Matter button. 

  

In both cases, the following dialog will appear, and you can enter some basic information about the Matter you’re about to create. 



 

Populate all the fields marked with * and click save. 

There are some restrictions when it comes to naming your Matters, some special characters can't be used. See the full list here: https://app.matter365.com/OfficeConstraints
 
There are some character limitations when it comes to Contact Display name, Matter name, and Description:
Contact Display name can't be longer than 100 characters. 
Matter name can't be longer than 92 characters.
Description can't be longer than 10 000 characters.
Please Note: The Matter Name is NOT editable once a Matter has been created.  The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed. 

For more detailed explanation check out this article: Creating a Matter


    • Related Articles

    • I'm trying to create a new Matter, but it won't save.

      You must make sure that you populated all the fields appropriately. All the field marked with * must be populated for the new matter to be saved.  See more about Creating a Matter here: Creating a Matter
    • How do I rename a Matter?

      The Matter Name is NOT editable.    The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed.  If it is a new Matter and you haven’t done a lot to it (in ...
    • Matter Management

      Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...
    • How do I edit a Matter?

      To edit a Matter, click Settings -> Edit.    That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc.  They can manage external Contacts ...
    • Matter Sources

      On Matter creation, one of the requirements is to select a Matter source. Source represents a channel through which your clients found you and decided to hire you. This information might come useful while choosing the right marketing channels to ...