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Create Matter

How to create a matter in the Fee Earner Desktop

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Written by Valeriu Holtea
Updated over 6 months ago

If you want to create a new matter please follow the next steps:

  1. Click File

  2. Click New

  3. Click Matter Wizard

  4. Select Work Type

  5. Click Next

  6. Complete fields with necessary information

  7. Click Next

  8. Choose a contact

  9. Click Next

  10. Select yes/no options for Print and Save Conflict Checks

  11. Click Next

  12. Search or create new contact

  13. Complete fields with necessary information and hit Next to finish creating the matter

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