BARRISTER | How To Create A Matter

Modified on Mon, 14 Jul at 7:59 PM

Click on the "Quick Actions" button at the top of the screen.
Select "Create Quick Matter".
Enter in the relevant Information.
Complete the "Contact Details" section - Enter in the instructing "Firm" and "Solicitor" and any other relevant Contact.
Complete the "Billing Details" Section - Enter the "Address To" of who the Invoice needs to be addressed to.
Ensure the relevant address is appearing in the "Address Details" section. This is the address that will go on the Invoice. If the address needs amending click "Edit".
Select who the Invoiced needs to be "Email to" and "Email CC".
Enter in the relevant Rates for this Matter. This can be done by clicking on the ellipses and editing the existing rates or by clicking "Add New" to create a new rate for this case.
To view your existing Matters, navigate to "Matters" tab on the side panel.