How-To:Matter: Difference between revisions

Latest revision as of 23:20, 2 December 2024

1. Getting Started

To create a new matter:

Under the "Create" tab on the ribbon, click New Matter.

2. Enter Matter Details

Client: Add the primary client. If the client is an entity, you must also add a Liaison.

Workgroup: Select a Workgroup to determine the available templates and settings.

Matter Type: Specify the Matter Type as Prospect, Client, or Administration, depending on your needs.

Enter matter details

Enter workgroup type

3. Add Custom DetailsMember Roles: Assign roles based on the selected Workgroup. These roles are required for document processing.

Description: Enter the Matter name to provide context for the document.

Client’s Reference: (Optional) Include a reference number or code provided by the client for additional identification.

If you wish to add more information immediately, select "I want to add more information" to open the Matter editor.

4. Final Steps

You will be directed to the Matter summary window, where you can view and manage all related details, including related matters, financial summaries, and an overview of the matter's specifics.

@@ Line 1: / Line 1: @@
-'''How to create a “New Matter”'''
+{{DISPLAYTITLE:How to Create Matters}}
+== 1. Getting Started ==
+To create a new matter:
+* Under the "''Create''" tab on the ribbon, click ''New Matter''.
-. Open the app and navigate to "'''Create'''", then click on "'''New Matter'''".
 [[File:Step 1 - Matters.png|none|thumb|500x500px]]
+== 2. Enter Matter Details ==
+'''Client:''' Add the primary client. If the client is an entity, you must also add a Liaison.
+'''Workgroup:''' Select a Workgroup to determine the available templates and settings.
+'''Matter Type:''' Specify the Matter Type as ''Prospect, Client, or Administration'', depending on your needs.[[File:Step 2.1 - Matters.png|none|thumb|500x500px|Enter matter details]]
+[[File:Step 2.2 - Matters.png|none|thumb|500x500px|Enter workgroup type]]
-. Add a '''Client.''' If the '''primary client''' is an entity, you must add a '''Liaison.''' Then select a '''Workgroup''' and specify a '''Matter Type''' ([[Prospect File Type|Prospect]], [[Client File Type|Client]], or [[Administration File Type|Administration]]) as needed.
+. Add Custom Details'''Member Roles:''' Assign roles based on the selected Workgroup. These roles are required for document processing.
-Then click “'''Next'''”.
+'''Description:''' Enter the Matter name to provide context for the document.
-[[File:Step 2.1 - Matters.png|none|thumb|500x500px]]
-[[File:Step 2.2 - Matters.png|none|thumb|500x500px]]
+'''Client’s Reference:''' (Optional) Include a reference number or code provided by the client for additional identification.
-. Add '''Member roles''' (required) - these are set by the selected Workgroup, '''Description''' (the Matter name) and a '''Client’s reference''' (optional).
+If you wish to add more information immediately, select "I want to add more information" to open the Matter editor.[[File:Step 3 - Matters.png|none|thumb|500x500px]]
-Then click “'''Finish'''”. You can selection "I want to add more information" if you want to immediately open the Matter editor to insert further information.
+== 4. Final Steps ==
-[[File:Step 3 - Matters.png|none|thumb|500x500px]]
+You will be directed to the Matter summary window, where you can view and manage all related details, including related matters, financial summaries, and an overview of the matter's specifics.
-. You will be directed to the Matter summary window, where you can view and manage all details related to the matter, including related matters, financial summary, and a summary of the matter's details.
 [[File:Step 4 - Matters.png|none|thumb|500x500px]]
+[[Category:How-To]]