How to add a matter.

1. Starting on the main dashboard, click 'Add other'.

2. Select 'Matter'

3. Enter the clients name.

Note: If the client is a new client, you must add them as a contact.

4. A window will appear, use the search bar for accuracy.

5. Enter the matter name, choose billing method, statue of limitations and who can view the matter.

6. Click 'Save'