Creating your first Matter
A Matter is where everything for one piece of work lives — documents, chat, drafts, and the finished output. Here's how to set one up.
Click "Create new matter"
In the left-hand Matters panel, type a name into the field at the top (e.g. "Smith Development Application") and click Go, or use the "Create your first matter" prompt if your workspace is empty.
Fill in the client details
Add the client name (required), plus address and contact if you have them. These appear on exported letters and in the Matter Summary.
Pick a template (optional)
If your firm has saved templates, pick one to pre-fill the description and AI instructions — or create a custom template on the spot if this is a recurring matter type.
Set matter instructions (optional)
Anything you type here is applied to every AI response in this matter — e.g. "Always cite the Central Coast LEP 2022 where relevant, use a cautious tone on heritage issues."
Click "Create Matter"
Your new matter opens straight into Matter Chat, ready for you to start uploading documents.