Legal User Guide for Microsoft Dynamics 365

Legal Case Management Section

Creating & Managing a Matter

A Matter is automatically created once a Pitch is successfully closed as Won, confirming that the client has accepted the proposal.

Direct Matter Creation (Operational Intake)

Alternatively, a Matter can be created directly via:

1. Navigate to Time & Billing → Matters.

2. Click + New Matter.

3. Complete required Matter Details.

4. Click Save or Save & Close

Upon saving, the system automatically assigns a unique Matter Number.