A file (matter) is the record for a client engagement, and opening one sets up where the time, costs, documents and invoices for that matter are recorded. The video below shows how; the summary underneath lists the same steps.
What is a file in Law App?
A file, or matter, is the central record for a piece of work you are doing for a client. Everything for that engagement — time entries, costs, documents, trust money and invoices — is recorded against the file, so opening one is the first step before you start work.
How to open a new file
Opening a new file follows these stages. Watch the video above for the exact screens; the steps below are the summary.
- Choose to open a new file in Law App.
- Select the client the matter is for, linking an existing contact or adding a new one.
- Enter the matter details, such as the matter type and the responsible fee earner.
- Save to create the file, ready for time, costs and documents.
Common questions
What is the difference between a contact and a file?
A contact is a person or organisation. A file (matter) is a piece of work you are doing, which is linked to a client contact. One contact can have several files.
Can I change the fee earner on a file later?
Yes. The responsible fee earner on a file can be assigned or changed after the file is opened, so an early choice is not permanent.
What can I record against a file?
A file holds the time entries, office costs and disbursements, documents, trust transactions and invoices for that matter, all in one place.
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