Manually Creating a Matter
Aside from Excel imports or XML imports, matter can be created manually, as explained below.
- From the Matters module, click the Add button in the upper left corner of your screen.
- Complete the required information in the Add Matter popup window (shown below) and click the OK button.
- In the resulting Matter Details page you must, at a minimum, provide values for Title (not required for Trademarks), client and attorney. Additional fields can be added at later times.
- Click the Save button in the upper left corner to officially save the matter.
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