To create a new matter, start by clicking the Create New button.
After clicking the Create New button, click the option for Matter. From there, you will be taken to a page to provide more details.
On this page, you are able to fill out the details of the matter ( * indicates that a field is required):
• Contact associated with matter *
• Matter name *
• Firm member assignee (and an option to assign all tasks to assignee!)
Once you have entered the appropriate information, simply click the Create Matter button and your matter will be created.