A Matter can be created at the same time as the new Client or can be added as a new Matter for an existing Client.
If you’re adding a Matter at the same time as creating the Client, click Yes when you see the following message.
If you’re adding a new Matter to an existing Client, click the New Entry icon on the toolbar and select New Matter.
Select the department from the drop down list, the Matter Type field will now contain Matters specific to that department. After clicking Next you will be able to search for any conflicts – search on the third party details for this Matter. If a conflict is found please refer to a Fee Earner for guidance on whether you can proceed. If no conflict matches have been found ensure that the correct Fee Earner and Branch is shown on the next page.
Complete the Funding Information screen. Depending on the type of Matter you are creating you may see the Milestone Plan – the dates on this screen are pre-populated based on the creation date of the Matter – you should not need to change these.