Once your client has been created, it's time to open the matter. To do so, follow the steps described below.
Step 1: Click on the Matters tab in the main menu.
Step 2: Click on the "Add" icon in the upper right corner.
Step 3: Choose the type of matter to create.
Step 4: Enter your client's name, as well as the name of the employee responsible for the matter and the client.
Step 5: Complete the information about the matter.
Step 6: Click "Finish and Accept" to confirm the creation of your matter.
