Navigate to the Matters tab.
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 following Relativity documentation: https://help.kcura.com/9.5/Content/Relativity/Matters.htm
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.