How to Create a Matter

There are two ways to create a matter. You can select “Matters” from the Main Menu or you can click the plus sign (+) from within a meeting.

Matters can be created from the “Matters” section by clicking “Create Matter” in the top right. You will fill out all pertinent information and click “Save.”

For Tablet and Phone Users:

Matters can be created from the “Matters” section by clicking the (+) in the top right.