BARRISTER | How to create a Matter

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

1. Navigate to the  “Matters” tab on the side bar or the "Quick

Actions" button at the top of the screen and click "New Matter".

2. Fill in all the necessary information.

3. Make sure to focus on the "Contact Details", "Billing

Details" and "Billing Rates" section.

4. 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. 

5. 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" 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. 

6. 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. 

7. Click “Create”.

8. The Matter will now be active and appear in the Matters tab.