Matter Types

Created by Allison Cloyd, Modified on Thu, 19 Jan 2023 at 07:30 PM by Robert Butler

A matter type in Actionstep is a pre-templated framework for your matter to sit within. Each matter type has different stages in the process (workflow) of carrying a matter from Initial Contact through to completion. Each matter type also includes different data collection fields, automated tasks, and some matter types even come with default document templates (referred to as "precedents" in Australasia).

Default Matter Types

Every Actionstep system has a number of default matter types that you can use to create various matters. These include:

  • Bankruptcy
  • Child Support
  • Child Support Agreement
  • Conveyancing Purchase
  • Conveyancing Sale
  • CRM
  • Divorce
  • Domestic Violence
  • Estate Planning
  • Family Court Forms
  • Federal Circuit Court Forms
  • Financial Agreement
  • General
  • Independent Children's Lawyer (ICL)
  • Litigation
  • Mediation/Family Dispute Resolution
  • Miscellaneous
  • Parenting
  • Precedent Documents
  • Property & Parenting
  • Property Settlement
  • Surrogacy

Create matter screen with all of the default matter types

 

Installing Matter Types

NOTE

The ability to install additional matter types is available on these plans:

  • ✗ Express
  • ✓ Practice Pro
  • ✓ Practice Pro + Accounting

If you would like matter types that are not provided by default, you can add them from our Actionstep Marketplace. There are a collection of free and paid matter types. The paid ones tend to come with a host of document templates that make it far more efficient when creating matters in Actionstep.

Creating Your Own Matter Types

NOTE

The ability to install additional matter types is available on these plans:

  • ✗ Express
  • ✓ Practice Pro
  • ✓ Practice Pro + Accounting

If you would like matters that are completely customized for your business processes, you have the ability to do so.

You can find this feature either on the matter creation screen:

The matter creation screen with the 'Add new matter type' button highlighted

or underneath Admin > Matter Types > Create new matter type:

The matter type screen in Admin with the 'Create new matter type' button highlighted