Creating a Matter

Matters are the core organisational unit in Barristr. Each matter represents a legal case or project.

Steps

Click + New in the sidebar or the top navigation. Select New Matter and fill in:

• Title — Descriptive case title
• Client — Select from existing clients (required)
• Type — Litigation, Advisory, Mining, Tax, etc.
• Lead Lawyer — Assign the responsible attorney
• Office — Which office handles this matter
• Description — Case summary

Click Create. Barristr automatically generates a reference number (e.g., MAT-2025-001) and creates a document folder for this matter.

Matter list

View all matters in the table showing Reference, Title, Client, Status, and Lead Lawyer. Use search to find by reference, title, or client name. Pin frequently-accessed matters to the sidebar for quick navigation.