What This Article Helps You Do
This article explains the difference between Import Matter and Quick Create under the + New Matter button in LawY. It will help you understand when to use each option and how they affect matter creation and document integration.
1. Overview
LawY provides two ways to create Matters:
Import Matter (via connected document storage)
Quick Create Matter (manual creation within LawY)
Each option supports different workflows depending on whether your document storage is connected.
2. Import Matter
Import Matter is used when your document storage (e.g. OneDrive, Dropbox, Google Drive) is connected.
How it works:
Matters are created by selecting folders from your storage provider
Documents are automatically ingested into LawY
Each Matter is linked to a corresponding folder in your storage system
When to use:
You already have your documents organised in a storage system
You want to import new Folders into your Matter List.
3. Quick Create
Quick Create allows you to manually create a new Matter folder in your Storage Provider directly in LawY
How it works:
Click + New Matter → Quick Create
Matter details:
Enter Matter Name
Select State and Matter Type
Select your Folder Location
Click Create
The Matter is created in LawY
When to use:
You want to start legal research immediately
You want to create a Matter quickly without setup steps
4. Key Difference
Import Matter = Folder-based + fully integrated with document storage
Quick Create = Manual Matter setup without documents
5. Summary
Use Import Matter when your documents are already stored and organised externally.
Use Quick Create when you want to quickly start a Matter and add documents or connect storage later.
