How to create a new matter

To create a new matter

1. On the sidebar under the Matters tab, click on Create matter 
   
   
2. Select the Practice Area
   
   
   
   
3. Select the matter type
   
   
4. Select whether your client is a Person or a Company and enter the client's name. If the client already exists in your database, select the client; otherwise, click on "Create new person" or "Create new company" to create the client. Answer any additional questions and click on Continue.
   
   
5. The matter will be assigned a new matter number and will be created.