Overview
This video shows how to create a new matter for an existing client in OneLaw. You’ll start from the client record, complete the required fields in the Create Matter window, and save the matter so it appears in the client’s Matters tab.
Prerequisites
- You can access the relevant client record in OneLaw.
- You have permission to create matters.
- You have the key matter details ready (description, fee type/sub fee type, and matter team).
In this video, you’ll learn
- How to check the client’s Matters tab to confirm a matter doesn’t already exist
- How to open the Create Matter window and complete required fields
- How to set fee type and sub fee type, trust account, and optional defaults (time rate, estimates)
- When to use options like Physical file exists and Confidential matter
- What AML/CFT prompts, and due diligence warnings may appear after saving
- How to confirm the new matter appears under the client
Hosted by Training Consultant Philippa Brothers
Result
After completing the steps shown in this video, you can:
- Create a new matter for an existing client in OneLaw
- Confirm the matter appears in the client’s Matters tab
- Understand which fields are required when creating a matter
- Recognise why due diligence or AML/CFT warnings may appear after saving
- Update or complete additional matter details later if required