About Matter

In order to create a Matter, you must first “Create a Client.” A Client owns the Matter, and you can create more than one Matter for a Client.

You can create a Matter as: Trust Account or General Account

Trust Matter

When a Matter is created as a “Trust Account”, this means it will be associated with a deposit account in a financial institution where funds received are in trust and specifically related to legal services provided by a lawyer or law firm received in trust by the lawyer or law firm acting in that capacity. This will include funds received from a client for services to be performed, or for disbursements to be made on behalf of the client.

General Matter

When a Matter is created as a ‘General Account”, this means it will be associated with a deposit account set up at a financial institution which pays for your everyday expenses of running your practice. This is also known as your operating account. This account receives funds other than trust funds and fiduciary property.

How to Create a Matter

You can create a new Matter by going to:

Option 1:

Clients & Matters sidebar menu > Clients tab > find the Client’s Name > Actions menu > Create Matter.



Option 2:

Clients & Matters sidebar menu > Matters tab > Create New Matter button > on the Add Matter screen, fill out the necessary form fields.




Important Note: When you create a Matter, the following fields are prerequisite information required to perform other actions within Danalix as follows:

Taxable field

If select that the Matter is Taxable, you are prompted select the “Tax Type.”

Noteworthy: The “Tax Type” options will only be available within the dropdown for selection if it was previously set-up using the Service Tax feature under Administration > Settings > Service Tax Details > Create Service Tax Details. For example, if your local goods and services tax is called HST with a 13% tax rate, this information is setup using the Service Tax feature. Once it’s setup, the HST is displayed in the Tax Type field for selection.

File Type field

When creating a Matter, the “File Type” field selection will not have a option for selection if the options were not already create. If this is the case, select “New File Type” from the dropdown list. You will be prompted with an interim screen to “add and save” a new File Type. Once this is done, the File Type you created will display in the dropdown list for selection.

You can add multiple File Types to a Matter by using the Add More button. All File Types added are saved and listed for selection.

Pending Matters

If a Matter is created with a “Pending” Status it will not be available for selection with other features that are dependent on any matter-related information. For example, when creating an Expense Activity, in the Matter selection field, Pending Matters are not available for selection.

After a matter is created

Once a Matter is created, you are able to perform actions for that matter such as:
• View Matter
• Advanced Matter Information
• Upload Matter Document
• Record Trust Payment
• Record Trust Transfer
• Record Valuable Property
• Conduct Conflict Check
• Create Retainer Agreement
• Notes & Messages
• Emails
• Delete



To access these features**, go to:**

Clients & Matters sidebar menu > Matters tab > find the Matter’s Name > Actions menu

About Matter Summary

This feature allows you to view a list all Matters created - both Trust Account and General Account.
You can filter Matter by Matter Type, Practice Area, Client, File Number, and Client Reference.

How to View or Edit a matter

Go to:

Clients & Matters sidebar menu > Matters tab > on the Matters Summary screen, find the Matter Name > Actions menu > View Matter.

You will be prompted with a “Matter Information” screen to “View” the Matter Information.

If you want to make changes, click the “Edit” button, modify the information, and click “Update.”

Updated on: 08/09/2023