Viewing Matter Requests

The Matter requests tab displays all matter requests which have the status “Open” and to which you have the necessary access rights. You can search for specific matter requests based on their subject or the principal’s name.

For each matter request, the app displays its status (open), creation date, principal, subject, and the user responsible for the matter request.

By selecting a matter request from the list, you can view its additional details.

The screen of an individual matter request contains its owner, type, language, and currency.

If a conflict check has been performed for the request, the “Conflict check done” field is displayed with the conflict check date.

The screen allows you to view further details of the matter principal as well as the matter request related parties, identifications, and notes.

Creating New Matter Requests

You can create a new matter request either via a conflict check or directly from the Matter requests list by selecting the button. 

The button opens a view for creating a new matter request. 

You can add either an existing customer as the principal for the matter request, or create a completely new corporate customer or private person.

To save a new customer, the customer type, name, and home country are required.

Once a customer has been selected or a new customer created, the customer is added to the matter request. You can then add a subject and a more detailed description, select the matter type, language, and matter currency. Once the information has been entered, you can save the matter request using the "Create matter request" button. 

After saving, when you open the matter request, you will see the tabs for Parties, Identifications, and Notes. You can add notes to the matter request, but adding other parties and progressing the customer identification must be done in the CSI software.