Creating a New Matter - Private Cloud

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Creating a New Matter - Private Cloud

When you create a new Matter, you need to choose several settings and configurations. It is recommended for Hosted Private Cloud clients to  use the default location settings.

Create a new Matter

From the Matter menu click New:


The Create New Matter dialog box appears:


1.In the Matter  server field, type the Matter Server name. Depending on how the SQL Server was configured, you may need to include the SQL Server instance name (i.e. MACHINENAME\INSTANCENAME). See our YouTube tutorial: SQL Server Download and Installation Instructions

2.   In the Authentication field, click either Windows Authentication or SQL Server Authentication. The default value is Windows Authentication.

3.    Click Next


4.    In the Client and Matter fields, type the associated Client and Matter name. Optionally, you can provide Bill Code,  Contact Info, and a Description of the Matter and click Next.

6.Next, the Database Location dialog box will appear:

database location

8.  It is recommended that Hosted Private Cloud use the default settings in the Database Location dialog box.

Important: The third box in Database Location allows users to automatically use settings from an existing Matter. Click on the drop down to choose an existing Matter that you want to use as a template for your settings. (This feature is used when a firm handles numerous cases that will have the same Marks and Issue codes. These settings will not need to be recreated for each new Matter but will be mirrored from the existing Matter in the New Matter.)Click Finish.

9. A new Matter (in our example “ACME IP Dispute”) will now appear in Review.


Note: There are three components for creating and accessing a Matter. It is important to understand and specify the location of each component.  

1. The User Interface or end-user machine. This is where the log-in icon is located. It is also the local users desktop.

2. The document repository - the location where preserved documents are stored. For large Matters this is often a server or network storage device containing many terabytes of disk  space. In some companies and firms the network storage device may be referred to by a simple  name or a drive letter (ie. X:)

3. The Matter database or work product repository. Each Matter has a database that collects user input and directs traffic between the user interface and the document repository. The Matter database could be on the same machine as the User Interface and/or the document repository. The location of the Matter database must be defined by the  operating system and not by a simple name.

It is recommended for Hosted Private Cloud clients to  use the default location settings.