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Create a Client and Matter

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What does this do for me?

A matter must be linked to a client. This guide creates those two records in the order used by the current workspace.

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1. Create the client

  1. Open Clients.
  2. Choose New client.
  3. Enter the required display name and choose Individual or Business.
  4. Add any email, phone, billing email, or comma-separated tags you need.
  5. Choose Create client.
Legal Hub assigns the client number and opens the new client’s detail page. You can search the client list by name, email, or phone and filter it by status.

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2. Open the matter

  1. Open Matters.
  2. Choose New matter.
  3. Select the client you created.
  4. Enter the matter title and practice area.
  5. Choose a status and priority. Add a summary if useful.
  6. Choose Create matter.
Legal Hub assigns the matter number and opens its detail page. The Matters list can be filtered by client or status. Non-admin firm users may see only matters assigned to them, depending on their roles.