Open a new matter

You open one file per case or transaction, then attach hearings, deadlines, tasks, documents and invoices to it.

Steps

1. On Matters press New matter.
2. In the Matter section: enter the Matter title (at least 2 characters, for example, Labour claim — end-of-service benefits).
3. Firm file number: leave it empty to generate one (such as 2026-0001).
4. Client: search contacts by name or phone, or type a new name and choose the "Add … as a new client" option; it is added to contacts with the role Client.
5. Pick the Practice area, Claim amount, Description and Opened on.
6. In Court and Najiz: Court type, Court name, Circuit, City, Najiz case number and Hijri year (four digits such as 1447).
7. In Team: choose the Responsible lawyer and Team members. Everyone you add is notified.
8. Press Open matter. You see Matter opened. and land on its page (the page).

Why can't I open a matter?

• Free plan: the limit is 5 open matters. When you reach it you see "You've reached the open-matters limit" and the button is disabled. Close a finished matter or upgrade. On-hold and closed matters do not count, but reopening a closed one does. See Reaching a plan limit.
• Your role: accountants cannot open matters.
• "This file number is already used by another matter": change the number or leave it empty.

After opening, add the parties and team, a hearing and a statutory deadline.