Matter Management
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      How to create a new real estate matter

      There are two ways to open a new real estate matter

      1. Send a quotation to the client (Recommended) -  This flow will email the client a written quotation for your legal fees on the basis of the formula you have configured. The matter is created immediately after the link to the closing costs calculator is shared with client. The matter is created in the Pending state, to reflect that the client hasn't retained the yet. When the client presses on the button to retain the firm, the matter status changes to open. We 
      2. Create the matter without sending a quotation to the client - Sometimes you may not want to send a written quotation to the client. If this is the case, follow the instructions to create a new Real Estate Sale matter.