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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.

Master Data Screens

ScreenURLWhat it holds
Client Directory/legal/lg-client-directoryClients & contacts the firm represents
Matter / Case Types/legal/lg-matter-case-typesReusable matter and case categories
Courts & Institutions/legal/lg-courts-institutionsCourts, 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
→
Register Courts
→
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.