lpza_create_matter
Create a new legal matter in LawPracticeZA to enable fee posting. Requires matter name, code, and client ID.
Instructions
Create a new matter via matter.insert. Fees can only be posted to a matter.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| dateopened | No | Date opened (YYYY-MM-DD). Defaults to today if omitted. | |
| customer_id | Yes | Client ID the matter belongs to. | |
| matter_code | Yes | Unique matter code. | |
| matter_name | Yes | Display name for the matter. | |
| department_id | No | ||
| owner_salesagent_id | No | Fee earner (salesagent) ID. |