Actionstep Matter Creation Forms

Please Click on any Matter Type Below

Matter Name

Matter Sub-Type

Matter Assigned to

If Client is a Company: Client name

If Client is an Individual : Client First name

Client Last name

Client Phone number

Client Email

Partner First Name

Partner Last Name

Responsible Lawyer First Name

Responsible Lawyer Last name

If Company :Other Side Name

If Individual : Other Side First name

Other Side Last name

Otherside Solicitor First Name

Otherside Solicitor Last Name

Otherside Solicitor Email

Otherside Solicitor Phone

Is Fee estimate and Costs Agreement Required?

Any Folders to be created in NetDocs?

Any special invoicing instructions? (eg who invoices to be sent to etc)

Other

Matter Name

Matter Subtype

Assigned to

If Client is a Company: Client name

If Client is an Individual : Client First name

Client Last name

Client Phone number

Client Email Address

Partner First Name

Partner Last Name

Responsible Lawyer First Name

Responsible Lawyer Last name

If Company :Other Side Name

If Individual : Other Side First name

Other Side Last Name

Other Side Email Address

Otherside Solicitor First Name

Otherside Solicitor Last Name

Otherside Solicitor Email Address

Otherside Solicitor Phone 1

Is Fee estimate and Costs Agreement Required?

Any Folders to be created in NetDocs?

Any special invoicing instructions? (eg who invoices to be sent to etc)

Matter Name as in Form

Matter Subtype

Matter assigned to

If Client is a Company: Client name

If Client is an Individual : Client First name

Client Last name

Client Email

Partner First Name

Partner Last Name

Responsible Lawyer First Name

Responsible Lawyer Last name

If Company :Other Party Name

Other_Party role in Actionstep

If Individual : Other Party First name

Other Party Last Name

Other_Party Email Address

Otherside_Solicitor First Name

Otherside_Solicitor Last Name

Otherside_Solicitor Email Address

Otherside_Solicitor Phone Number 1

Is Fee estimate and Costs Agreement Required?

Any Folders to be created in NetDocs?

Any special invoicing instructions? (eg who invoices to be sent to etc)

Other

Matter Name as in Form

Matter Subtype

Matter assigned to

If Client is a Company: Client name

If Client is an Individual : Client First name

Client Last name

Client Phone number

Client Email

Partner First Name

Partner Last Name

Responsible Lawyer First Name

Responsible Lawyer Last name

If Company :Other Party Name

Other_Party role in Actionstep

If Individual : Other Party First name

Other_Party role in Actionstep

Other Party Last Name

Other_Party role in Actionstep

Other Party Email Address

Other Party Phone number

Other Side Solicitor First Name

Otherside Solicitor Last Name

Otherside Solicitor Email Address

Otherside Solicitor Phone 1

Is Fee estimate and Costs Agreement Required?

Any Folders to be created in NetDocs?

Any special invoicing instructions? (eg who invoices to be sent to etc)

Other

Matter Name as in Form

SubType

Matter assigned to

If Client is a Company: Client name

If Client is an Individual : Client First name

Client Last name

Client Email

Partner First Name

Partner Last Name

Responsible_Lawyer First Name

Responsible_Lawyer Last Name

If Company :Other Party Name

If Individual : Other Party First name

Other_Party Last Name

Other_Party Email Address

Otherside_Solicitor First Name

Otherside_Solicitor Last Name

Otherside_Solicitor Email Address

Otherside_Solicitor Phone Number 1

Is Fee estimate and Costs Agreement Required?

Any Folders to be created in NetDocs?

Any special invoicing instructions? (eg who invoices to be sent to etc)

Other

We are an Australian law firm that specialises in property development, and structured titles such as strata and community titles, company title, leasehold and stratum.

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