A matter type in Actionstep is a pre-templated framework for your case to sit within. Each matter type has different stages in the process of carrying a matter from Initial Contact through to completion. Each matter type also includes different data collection fields, automated tasks, and some matter types even come with default document templates (referred to as "precedents" in Australasia).

Default Matter Types

Every Actionstep system has a number of default matter types that you can use to create various matters. See below for a list of current default matter types:

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Installing Matter Types

Note: The ability to install additional matter types is available on these plans:

✗ Express
✓ Practice Professional
✓ Practice Pro + Accounting

If you would like matter types that are not provided by default, you can do so from our Actionstep Marketplace. There are a collection of free and paid matter types. The paid ones tend to come with a host of document templates that make it far more efficient when creating matters in Actionstep. To see more information about any of these add-ons, simply click on the "Learn more" button.

Go to Actionstep's Marketplace

Creating Your Own Matter Types

Note: The ability to create your own matter types is available on these plans:

✗ Express
✓ Practice Professional
✓ Practice Pro + Accounting

If you would like matters that are completely customized for your business processes, you have the ability to do so.

You can find this feature either on the matter creation screen:

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or underneath Admin > Matter Types > Create new matter type.