How to add a new Matter.
1. Select '+ Add New' from any screen in Rocket Matter.
![](https://media.screensteps.com/image_assets/assets/005/014/461/original/51d6a002-754c-436a-a153-c6e9bacf8f80.png)
2. Select 'Matter' from the drop-down menu.
![](https://media.screensteps.com/image_assets/assets/005/014/463/original/fd7baebd-ae1d-4bcd-97a7-5a3d31b693c1.png)
3. Complete the Client, Matter Name, and Open Date fields.
![](https://media.screensteps.com/image_assets/assets/005/014/465/original/a39f45eb-ecf3-4baf-8d1b-11c9074ff81c.png)
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.
![](https://media.screensteps.com/image_assets/assets/005/014/467/original/b81ee71a-e32f-48d7-a180-98ee9f3faddf.png)
NOTE: Matter-level permissions can be set by specifying who can view the Matter.
To set permissions on the Matter level, select: 'Everyone', 'Just me', or enter 'The following users' by specifying which users will have access to the Matter.
Also see: How to set Matter-level permissions.
6. Enter billing information, as needed.
![](https://media.screensteps.com/image_assets/assets/005/014/471/original/d211f839-96e8-4a27-9b8c-fe263a96d9f2.png)
NOTE: Trust Accounting, Invoice Sharing, and Evergreen Retainer fields are OPTIONAL.
8. Add Related Contacts, Custom Fields, and Tag data, as needed.
![](https://media.screensteps.com/image_assets/assets/005/014/475/original/4a7679c1-ff51-4225-92ff-e968e098430e.png)
9. When you're finished, click 'Save Matter'.
Related articles:
- How to set Matter-level permissions.
- How to change a Matter name.
- How to apply a custom billing rate for just one Matter.
- Automate your workflow with Matter Templates.
Need more help? Contact our Award-Winning Support Team at (888) 432-1529 or [email protected].