How to create a matter (Non-barrister)

How a clerk/non-barrister can create a matter in BarBooks for Chambers

The guide and video below, will walk you through how to create a Matter from the Matters tab and directly from the Diary.

1. Navigate to the  “Matters” tab on the side bar. 
2. Click “New Matter” and fill in all the necessary information.
3. Be sure to enter the barristers who will be working on this Matter.
4. Click “Create”.
5. The Matter will now be active and appear in the Matters tab of  the assigned Barristers.
6. A Matter can also be created directly through the Diaries tab on the side bar. 
7. Navigate to the Diaries tab on the side bar. 
8. Click “New Booking”.
9. Select Matter Booking.
10. Select the “New Matter” tick box.
11. Enter all the necessary information for the Booking and Matter Name.
12. Click "Create". 
13. The booking will be added to the diary and the Matter will automatically be added to the Matters tab on the side bar. 
14. Be sure to navigate to the Matters Tab, select the relevant Matter and enter all the necessary information through the edit button.