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.