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
- Navigate to Litify Matters > Matters > New. A modal appears.
- Choose Billable or Non-Billable Matter.
- Select Next.
- Assign a Party to the Matter.
- Assign a Case Type to the Matter. Case Types have a 1:1 relationship with Matter Plans.
- Complete all other fields as needed.
- Save.
The Matter populates using the Matter Plan assigned to that Case Type.
