Quick Guide: Matters
LawRD Team,
April 9, 2009
If contacts are the starting point for LawRD, matters are the roads where data runs through. It is because a matter is related with a client that lawyers spend working hours and make expenses which later, may or may not be billed to the client.
LawRD has implemented this data register environment, to the purpose of outputing reports that answer to simple questions such as to determine whether a matter is profitable or not. LawRD - Reports on Demand, says it all!
The picture below depicts a screenshot of Matters:
LawRD presents to the user all matters wherein he/she intervenes either as manager (user’s initials show up in a red circle) or a resource (initials shown in a blue rectangle).
All matters are associated with contacts defined as clients. The matter General Internal Matters (depicted in a green rectangle) is the only exception. This particular matter is reserved for the office using LawRD to register time and costs which will not be billed to clients (e.g. time spent on internal affairs).
The system will present set-by-step tips to add a new Matter:
- Go the Matter tab and click on:

- Choose an existing client:

- If that client already has matters added, LawRD will display a list for you to check whether the matter you are about to add is in the system or not:

In case it isn´t, just click on ‘It’s not. Create a new one’ and proceed:

- Add who will be in charge of this matter (manager):

- Set the kick-off date:

- Who’s related to this matter. At this stage it is selected who will work on this matter and later register time and expenses. It’s always possible to add new users:

- Adding others associated to the matter. All sorts of contacts can be added to the matter. People working at a company that is a client and who we communicate with, solicitors and other party lawyers, for instance, can be added here:

- Create the new matter:
LawRD will display a screen with a header summing up the new matter’s data:









