How a 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 through Quick Actions.
- Navigate to the “Matters” tab on the side bar or the "Quick Actions" button at the top of the screen and click "New Matter".
- Fill in all the necessary information.
- Make sure to focus on the "Contact Details", "Billing Details" and "Billing Rates" section.
- Contact Details - Link the instructing Firm , Solicitor and any other contacts to the Matter. The contact fields pre-fills therefore start typing and relevant contact will come up. To link a new contact to the Matter, click on the blue wording "Add New" in line with the relevant contact field.
- Billing Details - Here is were you configure what Address goes on the Invoice and who the Invoices are emailed to. Any contacts linked to the Matter, will appear when you click into the "Address To" field. Determine who is the main recipient of the Invoice. This will then automatically pre-fill the "Address Details" field below. This is the Address that will appear on the Invoice. Should you need to place a custom address on the Invoice, select "Edit" in blue and enter the custom address. This will now place a custom address on this Matter but will not edit the address on the contact card itself. In the "Email To" field, select who the Invoices needs to be sent to and who needs to be CC'd in the email in the "Email CC" field.
- Billing Rates - In this section, any generic rates placed against your profile will appear here. To create the relevant rates for this Matter, click on the ellipses and select Edit or Delete. "Edit", will allow you to amend the relevant rate for this case.
- Click “Create”.
- The Matter will now be active and appear in the Matters tab.