1) To add new matter, click “New” button on top right as shown below:
2) A pop-up form will be displayed as shown below:
3) The form will require the user to fill in the following matter information:
- Practice Area – is the type of law for the matter.
- Selection for dropdown includes: Property, Probate, Family Law, Conveyancing, Commercial Law, and Civil Litigation.
- Client – is the client name.
- Dropdown will display the registered client list for the firm.
- User must create the client before matter can be created.
- Contact – is the contact person for the matter.
- Dropdown will display the contacts linked with the selected client.
- User must create contact associated with the client before matter can be created, OR
- User can create new contact from link below field.
- Lawyer in Charge – is the lawyer handling the file.
- Dropdown will display the registered lawyers for the firm.
- Staff in Charge – is the staff handling the file.
- Dropdown will display the registered staffs for the firm
- Reference No. – is the file number for the matter.
- Subject – is the file name.
4) Fill in all required information in the form to create a matter.
5) To make changes, click “Save Changes”.
6) To cancel, click “Cancel”.
7) Information field with (*) is mandatory information to be filled.
8) Empty information field will cause failure for user to apply changes.
9) A success message will pop-up on top right to show that new matter has been successfully created as shown below:
