Open and manage a legal matter

#Open a matter

1. 1
   Check for conflicts

   Before opening the matter, run the conflict check using the parties, subject and relevant organization entities.

2. 2
   Create the record

   Go to WatheeqTech → Matters, select New Matter, and enter the bilingual title, category, owner, parties, sensitivity and business context.

3. 3
   Triage

   Set priority, risk, responsible team, initial deadlines and the recommended handling path.

4. 4
   Link related work

   Attach the originating request and link relevant contracts, obligations, documents or cases.

#Operate the matter

• Use the timeline for significant advice, decisions and external correspondence
• Assign tasks with owners and due dates
• Keep privileged or confidential documents under the correct classification
• Monitor linked obligations and reminders
• Use status transitions rather than free-text closure notes to preserve reporting accuracy

#Close the matter

1. 1
   Resolve open work

   Complete or explicitly disposition remaining tasks, obligations and approvals.

2. 2
   Record the outcome

   Capture the final legal position, business decision and any continuing obligations.

3. 3
   Verify the file

   Confirm required documents and communications are attached and classified.

4. 4
   Close

   Move the matter to its terminal status. The timeline and audit history remain available.