Creating a Matter

Matters are how you organize cases in Infera. Each matter represents a client or case and contains all related documents, financial data, and affidavits.

Starting the Matter Wizard

1. Click New Matter from the dashboard or sidebar
2. The matter creation wizard will guide you through setup

Matter Wizard Steps

The wizard walks you through five steps. The matter is created at Step 1, so if you leave at any later point the matter — and anything you've already added — is kept.

Step 1: Matter Details

Enter the details for the matter:

• Name - A name to identify this case (e.g., "Smith Divorce" or "Johnson v. Johnson")
• Case Number - Court case number (if assigned)
• Case Type - Select the type of case (divorce, custody, etc.)
• Date of Filing - Used as the default anchor date for document requests
• County, Division, Circuit, State - Court information used on affidavit forms

The matter is created when you continue to the next step.

Step 2: First Party (Petitioner)

Add the first party — typically the petitioner — with their name, role, and contact details. This party is used when pre-filling financial affidavits.

Step 3: Second Party (Respondent)

Add the second party — typically the respondent. The wizard uses this party as the default recipient for the document request in the next step.

Step 4: Document Request

Create an initial document request to collect financial disclosures:

• Title - Defaults to "Initial Disclosure"
• Requesting documents from - The party who will upload (defaults to the respondent)
• Anchor date - The base date that document windows are measured back from (defaults to the matter's filing date)
• Due date - Optional; when set, the party receives automatic reminder emails as it approaches

Standard financial disclosures — bank statements, credit card statements, tax returns, pay stubs, W-2s, and insurance policies — are included automatically based on your firm's standard windows.

Click Create Request, or choose Skip for now to go straight to the matter without creating one.

Step 5: Share

The wizard shows the secure client upload link for the request you just created. Copy it and send it to your client by email or text — they don't need an account, and you'll be notified as their documents are analyzed.

Click Go to matter to finish.

After Creating a Matter

Once your matter is created, you can:

Upload Documents

Drag and drop documents into the matter, or click Upload. Infera will automatically:

• Classify the document type
• Extract relevant data (income, expenses, assets, debts)
• Update your document checklist

Send Client Upload Link

Generate a link for your client to upload documents directly:

1. Click Get Upload Link in the matter
2. Copy the link and send it to your client
3. Documents they upload will appear in this matter

See Client Upload Links for more details.

View Extracted Data

As documents are processed, view the extracted data:

1. Click on any document to see what Infera found
2. Review and verify the extracted information
3. Data flows automatically into financial affidavits

Track Document Requests

Track your document collection progress from the Document Requests tab:

• See which items have been received and which are still outstanding
• Drill into coverage period by period (for example, which statement months are missing)
• Print or save a summary for the court or opposing counsel

See Document Requests for more details.

Editing a Matter

To update matter details after creation:

1. Open the matter
2. Click the pencil icon in the Matter Overview (top right of the Matter Details card)
3. Update the desired fields
4. Click Save

Deleting a Matter

To delete a matter:

1. Open the matter
2. Click the trash icon in the Matter Overview (top right of the Matter Details card)
3. Confirm deletion

Warning: Deleting a matter removes all documents and data associated with it. This cannot be undone.