How to create a matter from an opportunity (Non-barrister)

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

The guide and video below, will walk you through how to create an Opportunity, change it’s status and convert it into a Matter. 

1. Navigate to the  “Opportunities” tab on the side bar. 
2. Click “New Opportunity”.
3. Fill in all the necessary information.
4. Ensure you put Barristers forward for the Opportunity.
5. Click “Create”.
6. The Opportunity you just created will now be at the top of the list in the Opportunities tab. 
7. Click into the Opportunity and you will be able to add additional information through the “Edit” button as well as  any relevant Documents and Notes through the sub tabs. 
8. The Opportunity now needs to be either Accepted or Rejected. 
9. Click on the Status Bar next to the Opportunity’s name. 
10. Select Accepted or Rejected.
11. This will then prompt you to Accept or Reject the Barristers which have been put forward for the Opportunity. 
12. The Opportunity has now been Accepted. 
13. In order for the Barristers to begin working on the Opportunity, it will need to be converted into a Matter. 
14. Click on the “Actions” button at the top right of the screen. 
15. Select “Convert to Matter”.
16. Ensure all the necessary information has been added. 
17. Click “Create”.
18. You will automatically be transferred to the Matters tab. 
19. The Matter will now be active and appear in the Matters tab of  the assigned Barristers. 
20. Click into the Matter to begin working on it. 
21. A Matter can also be created directly through the Matters tab.