CLERK | How To Convert an Opportunity to a Matter

Navigate to the  “Opportunities” tab on the side bar. 

Click into the relevant Opportunity.

Once the Opportunity has been "Accepted".

Click on the "Actions" button on the top right.

Select "Convert to Matter".

This will bring up the Opportunity/Matter Creation Form.

Add in any additional information.

Make sure you complete the "Billing Details" section. 

In the "Address To" field select who the Bill needs to be addressed too. Any contact you have linked in the above "Contact Details" section will appear in the "Address To" field.

Once you have selected who the Bill will be addressed to it will pre-fill the "Address Details" section. This is the address that will appear on the Bill. 

To add in care of in front of the address simply tick the "Care of" tickbox.

To edit or override the address for this case specifically click "Edit' and amend the address as necessary.

In the "Email To" field select who the Bill needs to be emailed to.

In the "Email CC" field select who the needs to be CC'd in the email with the Bill. 

In the Barristers section, select the relevant "Contract" which will automatically update the "Due Days" field. 

Amend the rates if necessary.

Click "Create".

The Matter (Case) will now be created and you will automatically be diverted to the Matters tab.