How To Create A Matter?

How To Create A Matter?

Overview

Matters are to be used to represent a case, legal matter or project. Essentially they represent the work being undertaken on behalf of the client. Each matter belongs to a client record and is automatically assigned a unique matter code.

Create A Matter

Step 1: Select Matters

Select Matters from the left hand navigation bar to open the All matters list page..

Step 2: New Matter

Create a new Matter by clicking on Matters > New matter and ensure you click the Submit and open button once you have completed the form.


Note: Ensure you select an Activity code set to enable time recording for the new matter.

Step 3: Submit and Open

Click the Submit and open button located in the bottom right hand corner of the form.
The Matter overview page will then be displayed on screen.

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