How to Create a Matter in Liradocs Mobile App

Creating a matter in the Liradocs mobile app is simple and helps you organize your cases, projects, or client-related work efficiently. Follow the steps below to create a new matter.

Steps to Create a Matter

1. Open the Menu
   Tap on the menu icon in the app to access different features.
2. Go to Matters
   From the menu, select “Matters” to view your existing matters.
3. Create a New Matter
   Tap on the plus (+) icon to start creating a new matter.
4. Select Matter Type
   Choose the type of matter from the list. For example, select “Business.”
5. Select a Stage Template (Optional)
   If you have created stage templates for this type of matter, select the appropriate template.
6. Add Recipients
   Select one or more contacts as recipients. Adding at least one recipient is mandatory.
7. Define Relation
   Specify the relationship of the recipient to the matter. For example, enter “Client.”
8. Add Custom Field Sets (Optional)
   If you have custom field sets for this type of matter, you can select them here.
9. Enter Matter Details
   • Title: Give your matter a descriptive title.
   • Description: Add details or notes about the matter.
   • Opening Date: Select the start date of the matter.
   • Closing Date (Optional): You may leave this blank if unknown.
10. Assign Staff
    Select staff members to assign to the matter and mark at least one contact as Responsible.
11. Create the Matter
    Once all required and optional details are filled, tap on “Create Matter.”

Your new matter is now successfully created and will appear in the Matters list.