How to Create or Request a Matter

The ability to create or request a matter depends on your client’s settings. If you don't have the option to create or request a matter, contact your client and ask them to open the matter and share it with you.

Creating a Matter

Follow these steps to create a matter in the system:

1. Navigate to the Matters Section

• Go to Menu > Matters > View Matters.

2. Add a New Matter

• Click the Add Matter button located in the top-right corner of the screen.

3. Complete the Matter Creation Form

• Fill out the Matter Creation Form.
  • Required fields will be highlighted in pink.
• Click here to learn more about each matter field and what they mean.

4. Finalize the Entry

• Once all required fields are completed, click Add Matter to save the new matter.

⚠️ Note:
If you cannot see the option to add or request a matter, this may be due to your client’s settings. Please reach out to your client to resolve this.

Troubleshooting Tips

• Cannot see the 'Add Matter' button?
  Make sure your account has the proper permissions. If not, contact your client’s administrator to grant you access.

• Missing Required Fields?
  Double-check that all required fields (highlighted in pink) are filled out correctly.

• Need More Information?
  Click here to explore detailed descriptions of each matter field in the creation form.

Visual Guide to Creating a Matter

(Use this visual aid to guide you through the matter creation process.)

Caption: Example of the Matter Creation button with the required field highlighted.

📌 Note: If you are unsure about any of the Matter details you need to enter, reach out to your client directly for clarification. Your client can provide the correct information to ensure the Matter is set up accurately.