Legal Aid US: Matters

Once you have set up your funding sources and grants, your Legal Aid organization can associate grants to matters, reorder grants, set a primary grant for each matter, select grants for reports and exports, and remove grants from matters.

Add grants to matters

You can add a grant to a matter when creating a new matter or when editing an existing matter. There is no limit to the number of grants that can be added to a matter.

1. Create a new matter or go to an existing matter and click Edit matter.
2. Go to the Grants section.
3. Next to Primary grant, start typing the grant name or use the down arrow to display a list of grants. Select the appropriate grant from the list.
4. Optional: Check the box for Use this grant for case reporting to track which grants should be counted towards reporting. This will impact whether the grant appears in the matter's dashboard and in data exports.
5. Optional: Click Add a grant to add additional grants.
6. Click Save matter.

Reorder grants and set primary grant

Once you have added grants to matters, you can change the order that they appear on matters and select the primary grant for each matter by dragging and dropping grants before or after other grants. The grant placed in the top position will be the primary grant.

1. Go to a matter and click Edit matter.
2. Under the Grants section, click and hold the horizontal three-line icon associated with a grant to drag it above or below another grant.
3. Repeat step 2 until you are satisfied with the order of your grants.
4. Click Save matter.

Select grants for case reporting

Once you have added grants to matters, you can choose which of the grants should count toward reporting. The selected grants will appear in case reports and data exports. 

1. Go to a matter and click Edit matter.
2. Under the Grants section, check the box next to Use this grant for case reporting for any grant that you want to use in reports and exports.
3. Click Save matter.

Remove grants from matters

Once applied to matters, you can remove grants from matters and replace them with new ones. 

1. Go to a matter and click Edit matter.
2. Under the Grants section, click the X beside the grant's name.
3. Click Save matter.