Add Matter Owners

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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.

  1. Add the name of the person you wish to create as a Matter Owner.
  2. 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
  3. Once complete, hit the Save button. Now you will be able to choose this person as a Matter Owner when creating new files. 

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Updated on December 4, 2019

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