Saving the matter activates folders grouped into the Matter section and the Invoicing section.

In the Matter section folders: 

• Define the different parties, their roles in the matter, and any matter-specific exceptions, such as contacts 
• Add team members with matter-specific hour prices
• Manage insiders added to insider matters 
• Record expenses, transactions, and working time related to the matter 
• View documents attached to the matter 
• Manage customer identification events related to the matter 
• Manage possible sub-matters  
• Add activities related to the matter 

In the Invoicing section folders: 

• Add role-specific hour prices to the matter
• Define matter-specific transaction types 
• Create subscription pricing for the matter, generating periodic fees as specified (e.g., monthly) 
• Manage matter phases and their budgets  
• Manage preliminary invoices, invoices, advance invoices, proof invoices, and credit invoices 
• Manage the matter-specific preliminary  invoice review process, which may differ from the business unit's general process 
• Manage customer fund transactions and movable property