Commercial General

This article will show you how to:


 To create a new Commercial General matter, follow the steps below. 

  1. Click New Matter from the Home Screen.
  2. Select the State of your Commercial matter.
  3. Select Matter Type: Commercial General.
  4. Select 'Next': 

  5. Enter your client details, and any relevant other parties:

    - See Adding Contacts for more information on adding contacts generally. 

  6. To add Uncommon Contacts and Layouts to your matter, open the Matter Settings and select the appropriate contact from the Parties & Data available in your matter.

  7. Open Info to change the Re Line or Matter Description of your Commercial General matter. Select Override to type a new Re Line or Matter Description:

Change existing General matter to Commercial General

Existing General matters can be easily changed to Commercial General as follows:

  1. Open your existing General matter (used for Commercial General)
  2. Open Matter Type
  3. Select change...
  4. Select new Matter Type as CommercialCommercialGeneral
  5. Select OK:
  6. Enter Reason For Change
  7. Select OK:

Your matter will now appear as 'Commercial General', with the party roles and layouts that are available in the Commercial General matter:

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