Legal — Operational Setup & Master Data

Domain master data any Legal role-holder maintains: clients, matter types, courts.

Operational vs Governance

Legal setup splits into two sidebar groups. The screens below are Operational Setup — open to anyone holding a Legal domain role. The governance screens (Roles, Legal Team) live in Administration & Access and are admin-only.

Screen previews

A quick look at the screens. Use the toggle in the corner of each preview to switch between the dark and light themes.

app.totalapp.app/legal/clients

Acme Holdings

Corporate — 4 active matters

Active

Northwind LLP

Litigation — retainer

Retainer

J. Rivera

Individual — conflict check

Review

Globex Corp

Corporate — 2 active matters

Active

Client directory with conflict flags and retainer status

app.totalapp.app/legal/matter-types

Litigation — 6 stages

Corporate — 4 stages

IP & Trademark — 5 stages

Employment — 3 stages

Real Estate — 4 stages

Matter and case types with stage templates

app.totalapp.app/legal/courts

District Court — Filing Portal

Open

Trademark Office — e-Filing

Verified

Appeals Registry — Deadline

3 days

Court of Appeal — e-Filing

Open

Tax Tribunal — Registry

Verified

Courts and institutions registry with filing deadlines

Master Data Screens

Screen	URL	What it holds
Client Directory	/legal/lg-client-directory	Clients & contacts the firm represents
Matter / Case Types	/legal/lg-matter-case-types	Reusable matter and case categories
Courts & Institutions	/legal/lg-courts-institutions	Courts, registries and filing bodies

Setup order

Populate master data before assigning day-to-day work, so matters can reference real clients, types and courts:

Add Clients

→

Define Matter / Case Types

→

Ready for matter work

Frequently Asked Questions

Do I need to be an admin to edit these screens?

No — operational master data is open to any user with a Legal domain role. Only Roles and Legal Team (governance) require admin.

What happens if I open these without the Legal package?

The ModuleGuard shows a paywall (Level-1) — the package must be activated for your tenant first.

Can I reorganize matter types later?

Yes; matter/case types are editable master data. Existing matters keep their reference.

Where do these screens appear?

Under the Operational Setup group in the sidebar and in My Apps — never under Administration & Access.