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

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

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.