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This guide walks through the full matter creation flow from start to finish.
1

Navigate to Matters and click New matter

Click Matters in the left sidebar, then New matter in the top right. Alternatively press Cmd+Shift+M (Mac) or Ctrl+Shift+M (Windows).
2

Set the matter type

Select the type that best describes the engagement:
  • Transaction: deals, M&A, commercial closings
  • Litigation: disputes, trials, advocacy
  • Advisory: counsel, opinions, strategy
  • Compliance: regulatory and risk matters
  • Retainer: ongoing client engagement
Choose the jurisdiction (Nigeria or England & Wales) and a practice area.
3

Assign a workspace

Select the workspace where this matter will live. Matters inherit workspace settings and team visibility.
4

Add the client

Search for an existing client record or create a new one. Adding a client links the matter to your client directory and triggers conflict checks against that party.
5

Conflict clearance

Largence runs conflict clearance automatically on save. The check searches existing matters, clients, counterparties, and matter parties across your organisation.If a potential conflict is flagged, the matter enters the partner approval queue. A Partner or Org Admin must review and clear or block the matter before work proceeds.
6

Add team members

Assign matter roles to each member:
  • Lead: primary fee earner responsible for the matter
  • Associate: supporting practitioner
  • Paralegal: document and task support
  • Reviewer: read and comment access for review workflows
  • Billing: time and invoice management
  • Read Only: view access without edit rights
7

Use the matter hub

After creation, the matter hub provides these tabs:
  • Overview: status, parties, reference number, and key dates
  • Documents: the matter document library
  • Correspondence: filed emails and messages linked to this matter
  • Tasks: assigned work with due dates
  • Timeline: chronological log of matter events
  • Relationships: counterparties and cross-matter connections
  • Team: matter members and ethical walls
  • Billing: time entries, invoices, and WIP summary
Each matter automatically creates a Channels conversation for the matter team. Find it under the Channels app in the Launchpad.
Closing a matter is permanent. Only Partners and Org Admins can close a matter. Closed matters remain searchable but cannot be edited.

Documents

Upload, version, and review matter documents.

Generate a document

Draft agreements with verified statute citations.

Conflict clearance

How automatic and manual conflict checks work.