The Matters menu can be accessed from several locations within the software. The procedure for creating a new matter is the same everywhere.

In our example, we'll use the Matters tab in the main menu.

Step 1: Click on the Matters tab in the main menu.

Step 2: Click on the "Add" icon in the upper right corner. A new page will open.

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. You can also add a reference person for the client, To the attention of, if applicable.

Step 5: Complete the information about the matter. The fields available may differ depending on the type of matter selected.

Step 6: Click on "Finish and Accept" to confirm the creation of your matter.

Result: A new matter is created and ready for use