Creating a new matter

Method 1: From the header menu

Click on the '+ New' sign (top left corner) and click ‘Matter’ to create a new matter:

This will produce a new matter screen:

On this screen:

• Select a contact that is associated with the matter

• Enter the matter name, date opened, as well as an optional matter number and optional statute of limitations

• Choose whether or not the matter is billable and whether it is a flat fee or hybrid matter

  • Flat Fee

    • Flat fee matters allow you to track time but time entries are only used only for calculating profitability. 

    • Matter profitability is tracked across team members for the matter. This feature helps attorneys determine work efficiency in flat fees for future matters.

    • You may still bill for expenses in a flat fee matter if your arrangement with your client permits it.

  • Hybrid

    • Hybrid matters allow you to generate flat fees as well as billable time entries and expenses.

• Assign a team member to the matter, their role, and their hourly rate.

• Click the green '+' sign to add another team member

• Add any optional internal notes about this matter

• Add any optional internal files

• Click ‘Create matter’

Method 2: From the matter dashboard

To access the matter dashboard, click "Matters" form the menu on the left:

Click the white "+" button in the upper left corner of the matter dashboard:

Follow the instructions in Method 1 to populate matter information

Method 3: From the timer

It is possible that you receive a call from a contact  to discuss a matter which does not yet exist.  In these instances, you can create a new matter directly for your timer as well.

Once a contact has been created or selected, click the "+ Create new" link at the bottom of the matter selection drop-down menu:

Follow the instructions in Method 1 to populate matter information.

Method 4: From the Billable Activity area

From the billable activity dashboard, you can create a new matter as you create a new manual time entry, expense or flat fee.

From the Billable Activity dashboard, select the white "+" button in the upper left corner of the dashboard next to "All activities":

Select the type of billing activity you wish to generate:

Regardless of which type of billable activity you are creating, selecting "+ Create New" from the bottom of the drop-down menu will allow you to create a new matter.

• NOTE: You must assign a contact to your new billable entry to before this menu option will become usable.

Follow the instructions in Method 1 to populate matter information.