Step-by-Step Guide
Click the Create New button at the top of your dashboard.
Select Matter from the dropdown options.
Fill out the matter details on the creation page.
Matter Fields Overview
When setting up your matter, you can configure several key details (indicates a required field):
Contact associated with matter * – Link the primary client or contact.
Matter name * – Provide a clear, recognizable name for the case.
Description – Add any additional background information or context.
Matter type/status – Define the current stage and categorization of the case.
Preference category/priority date – Track critical immigration timelines.
Firm member assignee – Assign the matter to a specific team member (with an option to automatically assign all related tasks to them).
Once you have entered all the necessary information, simply click the Create Matter button to finalize.