This workflow assigns a matter manager to matter records with predefined characteristics immediately after the matter is created.

Many organizations already know who the matter manager should be in certain circumstances—for example, UK Employment matters go to Sally, and UK Property matters go to Simon. However, in larger teams or other regions, it may not be appropriate to assign a matter manager by default. Matter types alone are insufficient, as the division of work is not based solely on the type of work but also on location. Without automation, you might need to create an artificially large number of matter types—repeating them across each region, entity, or other relevant factor used to assign work. Alternatively, you would have to manually reassign matters after creation, which introduces the risk of human error. Even the process of reassigning the team could potentially violate internal rules about who is permitted to view certain matters.