Legal User Guide for Microsoft Dynamics 365

Legal Case Management Section

Matters

Introduction

The Matter stage represents the transition from business development to legal execution.

In this guide, the following topics are covered:

• Part 1 - Creating & Managing a Matter :
• Part 2 - Matter Structure and Tabs 
• Part 3 - Matter Command Bar 
• Part 4 - Conflict Check 
• Part 5 - BillingOverview 
• Part 6 - Admin 
• Part 7 - Billing Events 
• Part 8 - Expenses 
• Part 9 - Invoices 
• Part 10 - Financial Setup & Billing Types 
• Part 11 - Fixed Fee Matters 
• Part 12 - Contingent Fee Matters 
• Part 13 - Related Parties 
• Part 14 - Matter Budget 
• Part 15 - Full Access & Read Access 
• Part 16 - Documents 
• Part 17 - Matter Closure Rules 
• Part 18 - Tasks Management 

Once commercial terms are confirmed (typically after Quote acceptance and/or Order creation), the engagement transitions into a Matter.

A Matter represents the active legal file where work is delivered, time is tracked, expenses are managed, and documentation is maintained.

Matters form the operational core of the Legal Hub and are used to:

• Assign responsible lawyers and teams

• Track legal work and progress

• Record time entries

• Capture disbursements and expenses

• Manage documents and correspondence

• Link to billing and invoicing

Each Matter is associated with:

• A Client (Account / Contact)

• A related Pitch and/or Quote

• Financial tracking components

• Responsible legal personnel