---
title: Creating and sharing a matter
description: "## Create a matter 1. Click New Matter in the top right corner of the Matters screen 2. Enter a Matter Name and select a Date 3. Select the Matter Type — Standard (single-party) or Multiparty (multiple independent parties) 4.…"
url: "https://ebriefready.legalready.ai/knowledge/creating-and-sharing-a-matter/"
updated: "2026-08-13"
category: Getting Started
---

# Creating and sharing a matter

## Create a matter

1. Click New Matter in the top right corner of the Matters screen
2. Enter a Matter Name and select a Date
3. Select the Matter Type — Standard (single-party) or Multiparty (multiple independent parties)
4. Click Create

![](https://ebriefready.legalready.ai/wp-content/uploads/2026/08/Screenshot-2026-08-07-at-8.04.13-am-1024x657.png)

## Share a matter

1. Open the matter, click Setup, then select Members
2. Click Invite Member
3. Enter the recipient's email and select their permission level
4. Click Share

![](https://ebriefready.legalready.ai/wp-content/uploads/2026/08/Screenshot-2026-08-07-at-8.07.26-am-1024x657.png)

## Permission levels

| **Level** | **Access** |
| --- | --- |
| Matter owner | Full control, including deleting |
| Full member | Manage everything except deleting |
| Regular member | View and upload only |
| Upload only member | Upload only, no visibility of other documents |

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.
