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:
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Select a contact that is associated with the matter
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Enter the matter name, date opened, as well as an optional matter number and optional statute of limitations
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Choose whether or not the matter is billable and whether it is a flat fee or hybrid matter
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Flat Fee
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Flat fee matters allow you to track time but time entries are only used only for calculating profitability.
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Matter profitability is tracked across team members for the matter. This feature helps attorneys determine work efficiency in flat fees for future matters.
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You may still bill for expenses in a flat fee matter if your arrangement with your client permits it.
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Hybrid
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Hybrid matters allow you to generate flat fees as well as billable time entries and expenses.
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Assign a team member to the matter, their role, and their hourly rate.
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Click the green '+' sign to add another team member
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Add any optional internal notes about this matter
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Add any optional internal files
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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.
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