Overview

New matters can can be created via the EvolveGo menu

How to create a new Matter

1. Select New Matter from the EvolveGo action bar.

2. Select the State from the dropdown menu, then expand the folder with the relevant area of law and select the appropriate matter type. 

• If you are unsure which matter type to use for a specific matter, reach out to your account manager or view our Area of Law Practice Centre for additional best practices.

3. Select Create (or Next, depending on the matter type).

The new Matter on its own window, differentiated from the main EvolveGo app by a dark blue colored banner at the top.  

After creating a new matter, you can start customising matter details:

• Show or hide relevant parties and data required, so that only the most important fields are visible.
• Then, Fill in the Matter Details section by double-clicking each line item.

The minimum data required to save a matter is a Matter Number located in the Info section and the Clients ame.