Assign Matter Plan While Creating Matter

Instead of assigning the Matter Plan later, you can do it while creating a Matter record.

How to Assign a Matter Plan While Creating a Matter

  1. Navigate to Litify Matters > Matters > New. A modal appears.
  2. Choose Billable or Non-Billable Matter.
  3. Select Next.
  4. Assign a Party to the Matter.
  5. Assign a Case Type to the Matter. Case Types have a 1:1 relationship with Matter Plans.
  6. Complete all other fields as needed.
  7. Save.

The Matter populates using the Matter Plan assigned to that Case Type.

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