How To: Create New Matter (using Matter Creation Wizard)

On the LPG menu, select Matter > Create Matter

  NOTE

• Do not use your web browser's back button to return to the previous tab.
• The matter is only created after the preview matter tab. Leaving early or being logged out will cancel the process.

Enter matter details

1. Review and complete fields
   • Matter Description can be left blank – This can be used to enter further information on the matter
   • Matter budget estimate can be left blank and can be populated once there is an approved engagement budget
   • All tasks and deliverables created for the matter need to be within the Matter Start and End Dates
2. Select Matter Work Type from the drop-down list
3. Select the Workgroup from the Work Required for dropdown
4. Click the magnifying glass to populate the Agency field (TMF Only)
5. Enter the Claim number
6. Complete all other mandatory (red asterisk *) fields (Worker/Claimant Name, Significant Legal Matter and Significant Legal Matter Category)
7. Click the > icon next to Advanced to fill in any additional information (N1)

8. Click Continue to save and move to the next section

Order template (Client Address)

This is pre-populated with icares address. Click Continue

Create an engagement order and a legal service provider

1. Select Yes under Would you like to create an Engagement for this matter?
2. Click the magnifying glass next to Select a Work Type Template to define your Engagement Order
   • WC Engagement - Used for workers compensation claims
   • GI Engagement - Used for general insurance claims
3. Click Select next to the required Work Type

4. If required, adjust the service period end date or engagement budget specifically for the engagement
   • Note: This cannot exceed the matter end date
5. Select the appropriate Panel Type and Area of Law from the dropdown lists
6. Choose a provider using Select from the recommended provider or alternative provider list (N1)
   • Optional: To nominate a Key Person, click the magnifying glass at the end of the selected Provider (N2)

7. Enter the reason for selecting the provider (N3)
8. Click Continue (N4)

Create a deliverable

1. Select Yes under Would you like to create Deliverables for this matter?
2. Click the magnifying glass next to Select a Work Type Template to define your Order
   • WC Prefixed Deliverables - Used for workers compensation claims
   • GI Prefixed Deliverables - Used for general insurance claims
3. Click Select next to the required Work Type

4. To add additional deliverables, click Add Another Deliverable

5. Once complete, click Continue

  NOTE

• By default, each deliverable template has a predefined Service period end date. This can be changed by using the calendar icon

• To remove a deliverable order from the matter, click the remove icon in the header of the deliverable order

Review and create

1. Review details on the Preview Matter screen are accurate. If anything needs editing, use the Back button to move back through the tabs
2. Click Create Matter
3. Click Go to this Matter, on the results tab to view the matter and orders