How to add a matter.

2.  Select "Matter". 

2.  Select "Matter". 

3.  Fill in the Client, Matter Name, and Open Date fields.

Note: If the client's name is in your Contacts, the 'Client' field will auto-populate.  If the client's name is not yet in your Contacts, you will be prompted to add a New Contact.    

4.  Select Billing Method, Statute of Limitations, and viewing restrictions.

Note:  Matter-Level Permissions can be set by specifying who can view the Matter.  

To set permissions on a Matter level, select: "Everyone", "Just me", or enter "The following users" by specifying which users will have access to the matter.

Also see:  How do I set Matter-Level permissions?  

5.  Click "+ Billing Information" to add additional billing detail.

Note:  Trust Accounting, Invoice Sharing, and Evergreen Retainer fields are OPTIONAL.  

6.  Select " + Custom Data" to add Related Contacts, Custom Fields, and Tag data.