Each legal matter typically has a “Matter Owner”, meaning the lawyer responsible for administering the case. In a law office with many different lawyers, naming a Matter Owner can assist with organization, as well as generating reports within the CosmoLex software.
To create Matter Owners in CosmoLex, go to Setup > Matter Owner > Add.
After hitting the Add button, the Add Matter Owner screen appears.
- Add the name of the person you wish to create as a Matter Owner.
- If you are using Class Based Reporting and wish to add this Matter Owner to a specified class, click the Class drop-down menu to select that particular class.
To learn more about Class Based Reporting, click here.
- Once complete, hit the Save button. Now you will be able to choose this person as a Matter Owner when creating new files.