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Legal User Guide for Microsoft Dynamics 365

The Legal Solution uses a structured classification model to organise legal work consistently across the full lifecycle.

The hierarchy is:

These fields are available across:

  • Potential New Client

  • Pitch

  • Matter

Selections made earlier in the lifecycle can be carried forward into later records, helping maintain consistent reporting, task generation, and matter categorisation.

Understanding Practice Area, Law Type & Matter Type

  • Practice Area is the broad area of legal work, such as Banking & Finance, Corporate & Commercial, or Family Law.

  • Law Type is the more specific legal category under the selected Practice Area.

  • Matter Type is the detailed engagement or matter classification under the selected Law Type.

When a Practice Area is selected, the available Law Types are filtered. When a Law Type is selected, the available Matter Types are filtered.

This ensures users select valid combinations and helps keep records consistent across the system.

Available Practice Areas, Law Types & Matter Types

This reference lists the currently configured Practice Areas, Law Types, and Matter Types available in the Legal Solution. These values support consistent classification across Potential New Client, Pitch, and Matter records.

Hierarchy: Practice Area → Law Type → Matter Type

Usage note: When a Practice Area is selected, the available Law Types are filtered. When a Law Type is selected, the available Matter Types are filtered.

Practice AreasLaw TypesMapping Rows
15176213
Available Mapping
  • 1. Banking & Finance
  • 2. Corporate & Commercial
  • 3. Dispute Resolution / Litigation
  • 4. Employment & Workplace
  • 5. Energy & Resources
  • 6. Family Law
  • 7. Healthcare & Life Sciences
  • 8. Immigration
  • 9. Insurance
  • 10. Intellectual Property (IP)
  • 11. Property & Real Estate
  • 12. Public Law & Government
  • 13. Tax
  • 14. Technology Media & Telecommunications (TMT)
  • 15. Wills Estates & Trusts
Detailed Mapping
Banking & Finance
Practice AreaLaw TypeMatter Type
Banking & FinanceFinancial Services Advisory
^Loan DocumentationBilateral Loan
^Loan DocumentationSyndicated Loan
^Project FinanceMezzanine Finance
^Project FinanceInfrastructure Finance
^Securities & Capital MarketsBond Issuance
^Securities & Capital MarketsIPO Advisory
^Syndicated Lending
^ERISA / Benefits Advisory
^Superannuation AdvisorySMSF Advisory
^Superannuation AdvisoryIndustry Super Advisory
^Pension AdvisoryDefined Benefit Advisory
^Competition Bureau Matters
^Basel / Prudential ComplianceAML Program Review
^Debt Restructuring
Corporate & Commercial
Practice AreaLaw TypeMatter Type
Corporate & CommercialBusiness Sale / PurchaseShare Sale
^Business Sale / PurchaseAsset Sale
^Commercial Leasing
^Contract DraftingServices Agreement
^Contract DraftingSupply Agreement
^Contract DraftingNDA / Confidentiality
^Contract Review
^Corporate GovernanceBoard Charter
^Corporate GovernancePolicy Drafting
^Mergers & AcquisitionsShare Purchase Agreement
^Mergers & AcquisitionsDue Diligence
^Shareholder AgreementsShareholders Agreement
^Shareholder AgreementsBuy-Sell Agreement
^FranchiseFranchise Agreement
^FranchiseFranchise Disclosure
^Joint VenturesJV Agreement
^Foreign Investment AdvisoryFIRB Application
^Delaware Incorporation
^Federal Incorporation
^Companies House Filing
^ASIC Compliance
Dispute Resolution/Litigation
Practice AreaLaw TypeMatter Type
Dispute Resolution / LitigationCivil LitigationStatement of Claim
^Civil LitigationDefence
^Class ActionRepresentative Proceeding
^Commercial Dispute
^Debt RecoveryDebt Claim
^DefamationDefamation Claim
^Insurance Litigation
^Personal InjuryPI Claim
^Tribunal ProceedingsVCAT / NCAT Proceeding
^ArbitrationICC Arbitration
^ArbitrationLCIA Arbitration
^ArbitrationAAA Arbitration
^MediationCommercial Mediation
^Antitrust / Competition Litigation
^Securities Litigation
^Small Claims
^Judicial Review
^Federal Court Proceedings
Employment & Workplace
Practice AreaLaw TypeMatter Type
Employment & WorkplaceEmployment Contract ReviewExecutive Service Agreement
^Employment Contract ReviewContractor Agreement
^Redundancy AdviceRedundancy Package
^Unfair DismissalUnfair Dismissal Claim
^Unfair DismissalGeneral Protections Claim
^Workplace DiscriminationSexual Harassment Claim
^Workplace InvestigationWorkplace Investigation Report
^ERISA Claims
^NLRA / Union Matters
^WSIB Claims
^Fair Work CommissionFair Work Conciliation
^Employment TribunalET1 Claim
^Human Rights Complaints
^Non-Compete Enforcement
Energy & Resources
Practice AreaLaw TypeMatter Type
Energy & ResourcesEnergy Project AdvisoryEPC Contract
^Environmental Compliance
^Mining ApprovalsMining Lease Application
^Oil & Gas AdvisoryPetroleum Licence
^Renewable Energy AdvisoryPPA Agreement
^Carbon Credits / ESGCarbon Credit Agreement
^Carbon Credits / ESGESG Disclosure Advisory
^Native Title / Indigenous Land
^Crown Land
^North Sea Licensing
Family Law
Practice AreaLaw TypeMatter Type
Family LawBinding Financial AgreementBFA - Pre-Nuptial
^Binding Financial AgreementBFA - Post-Separation
^Consent OrdersConsent Orders - Property
^Consent OrdersConsent Orders - Parenting
^DivorceDivorce Application
^Parenting MattersParenting Plan
^Parenting MattersChild Arrangements Order
^Property SettlementFinancial Settlement
^Adoption
^Surrogacy
^Prenuptial Agreement
^Child SupportChild Support Assessment
^Spousal Support / AlimonySpousal Maintenance
^Quebec Family Law
Healthcare & Life Sciences
Practice AreaLaw TypeMatter Type
Healthcare & Life SciencesClinical Trial AgreementsPhase I-IV Trial Agreement
^Clinical Trial AgreementsCRO Agreement
^Medical NegligenceMedical Negligence Claim
^Regulatory ComplianceAHPRA Investigation
^Healthcare Contracts
^FDA AdvisoryFDA 510(k) Advisory
^TGA Advisory
^MHRA Advisory
^Health Canada Advisory
^HIPAA ComplianceHIPAA BAA
^Privacy Act Compliance
Immigration
Practice AreaLaw TypeMatter Type
ImmigrationSkilled Visa482 TSS Visa
^Skilled Visa186 ENS Visa
^Partner / Family Visa820/801 Partner Visa
^Work PermitTier 2 Sponsor Licence
^Employer Sponsorship
^Citizenship Application
^H-1B / L-1 VisaH-1B Petition
^H-1B / L-1 VisaL-1 Petition
^Express EntryExpress Entry Profile
^Points Based System
^Refugee / Asylum
Insurance
Practice AreaLaw TypeMatter Type
InsuranceMotor Vehicle AccidentCTP Claim
^Motor Vehicle AccidentMVA Claim
^Professional IndemnityPI Policy Review
^Professional IndemnityPI Claim Defence
^Property Damage ClaimProperty Damage Claim
^Public LiabilityPublic Liability Claim
^Workers CompensationWorkCover Claim
^Workers CompensationWSIB Claim
^Life Insurance Dispute
^CTP Claims
^ICBC Claims
Intellectual Property (IP)
Practice AreaLaw TypeMatter Type
Intellectual Property (IP)IP Licensing
^IP Litigation
^Patent FilingPatent Application
^Patent FilingPCT Application
^Trademark RegistrationTM Application
^Trademark RegistrationTM Opposition
^Copyright AdvisoryCopyright Assignment
^Trade Secrets
^Domain Name Disputes
^Software Licensing
^USPTO Filing
^IP Australia Filing
^CIPO Filing
^UKIPO Filing
Property & Real Estate
Practice AreaLaw TypeMatter Type
Property & Real EstateCommercial ConveyancingContract of Sale - Commercial
^Commercial Leasing
^Lease DraftingRetail Lease - Drafting
^Lease ReviewCommercial Lease - Review
^Property Dispute
^Residential ConveyancingContract of Sale - Residential
^Stamp Duty Advisory
^Land Transfer Tax
^FIRB Approval
^Foreign Buyer Advisory
^Strata / Body CorporateStrata Dispute
^Leasehold AdvisoryLeasehold Enfranchisement
^Condo Law
Public Law & Government
Practice AreaLaw TypeMatter Type
Public Law & GovernmentAdministrative Review
^FOI / GIPA Requests
^Government Procurement
^Statutory Interpretation
^Constitutional Law
^FOIA Requests
^Access to Information
^Freedom of Information
^Regulatory Advocacy
^Compliance Advisory
^Enforcement Action
^Licensing Applications
^Regulatory Investigation
^AML / CTF ComplianceAML Program Implementation
^GDPR ComplianceGDPR Gap Analysis
^Privacy ActAPP Privacy Assessment
^PIPEDA Compliance
^CCPA ComplianceCCPA Compliance Review
^ASIC InvestigationsASIC Enforceable Undertaking
^SEC InvestigationsSEC Wells Notice Response
^FCA InvestigationsFCA Regulatory Notice
^OSFI Compliance
Tax
Practice AreaLaw TypeMatter Type
TaxGST / VAT AdvisoryGST Ruling Application
^GST / VAT AdvisoryVAT Advisory
^Tax AdvisoryPrivate Ruling
^Tax DisputeObjection to Assessment
^Transfer PricingAPA Application
^R&D Tax IncentivesR&D Tax Claim
^ATO DisputesATO Audit
^IRS DisputesIRS Audit
^CRA DisputesCRA Audit
^HMRC DisputesHMRC Investigation
^State / Payroll Tax
^Sales Tax Advisory
Technology Media & Telecommunications (TMT)
Practice AreaLaw TypeMatter Type
Technology Media & Telecommunications (TMT)Data PrivacyPrivacy Policy Drafting
^Data PrivacyData Breach Response
^IT Contract ReviewSaaS Agreement
^IT Contract ReviewPlatform Terms of Service
^Media Law AdvisoryDefamation - Online
^Software Licensing
^Cybersecurity AdvisoryCyber Incident Advisory
^AI / Emerging TechAI Ethics Advisory
^Telecom LicensingCarrier Licence
^Fintech Advisory
Wills Estates & Trusts
Practice AreaLaw TypeMatter Type
Wills Estates & TrustsEnduring Power of AttorneyEPOA - Financial
^Enduring Power of AttorneyEPOA - Medical
^Estate AdministrationLetters of Administration
^Estate LitigationEstate Dispute
^Estate LitigationFamily Provision Claim
^ProbateGrant of Probate
^Will DraftingSimple Will
^Will DraftingTestamentary Trust Will
^Will DraftingMirror Wills
^Trust EstablishmentDiscretionary Trust Deed
^Trust EstablishmentLiving Trust Drafting
^Trust EstablishmentHenson Trust
^Testamentary Trust
^Living Trust
^Discretionary Trust
^Henson Trust
^Grant of Representation
Last updated on
Part 18CRM