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  • How to Add a New Corporate Matter




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Corporate Matters can be easily added via the quick Create button in the navigation menu:

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  • Name: Enter a name for the matter - this will make it easier to search for later.
  • Practice Area: A customizable list for defining the related area of practice for this Mattermatter. For example,   Legal Consultancy, Settlement, Acquisition, Administrative, etc...
  • Arrival Date: When this matter reaches your office, by default, it takes the current date.

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  • Requested by: the specific contact who requested this Matter.
  • Assignee: The specific LEXZUR user, who is assigned to this matter, will belong to the chosen Assigned Team.
  • Assigned Team: Select the Team that will be working on this Matter. 

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