The Matter Details area contains all the important information for your matter.
The information added into the Matter Details can be automated into letters and documents.
You don't need to add all the information to Create a New Matter, but the best practice is to enter as much information as you possibly can.
Modify parties required in any matter type
You can customise the parties that display in your matter by navigating to Matter settings (1), Parties & Data (2), select parties required, unselect parties not required - You can use Additional party (3) for any unspecified contact and Save (4)
Add Matter Details
Start at the top and work your way down, click into each matter detail (1) and enter as much information as possible,
(you can also come back later to enter any further information).
Note that some matter details have more than 1 tab (2), click Ok to save (3)
Did you know...
- If you regularly modify parties in a matter you can create a Matter Template where you set the parties required and then use this when you create new matters.
If you require any further assistance, please contact us