Matter Tab

The Matters tab is where you are shown a list of matters associated with your client and can easily add, edit, and delete matters. The list includes three columns: Name (e.g. Salt v. Pepper), Matter Number, and Status. The list is sortable, filterable (with typeahead functionality), and pageable.

Create Matter

To add a new matter, click the New Matter button.

To create a new matter, fill out the following fields:

• Name: The matter’s name; must be between 1 and 50 characters
• Matter Number: A unique number used to identify the matter
• Status: The matter’s current status - either Active or Inactive

Note: The dropdown will be populated with available statuses; contact your Delegate System Administrator if you are not seeing appropriate statuses.

For more information on Relativity matters, review the Relativity documentation.

When you are finished filling out matter details, click Create to save the new matter. To immediately create another matter, click Create and New. To return to the list of matters, click Back.

Edit Matter

To edit a matter, click anywhere in the row for the particular matter you want to edit.

When you are finished editing the matter details, click Save to save the matter. To immediately create another matter, click Save and New. To return to the list of matters, click Back.

Delete Matter

To delete a matter, click anywhere in the row for the particular group you want to delete.

Click Delete.

A modal dialog will then pop up asking you to confirm that you wish to delete the matter. Hit Confirm to delete the matter, or Cancel if you do not wish to delete the matter.