How to add a new matter.
1. Click '+ Add New'.
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.
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.
7. Click 'Save Matter'.
Need more help?
Contact our Award-Winning Support Team at (888) 432-1529 or email@example.com.