Creating a New Matter
1.
Select "New Matter"
From the client screen, select "New Matter" on the top toolbar.
2.
Assign Matter Number
Enter Matter Number, Matter Type, Matter Sub-Type (if any)
3.
Select "Matter Type"
4.
Select "Matter Sub-Type", if any.
5.
Select Venue
Choose from the court venues you've already entered.
6.
Matter Status
By default, new matters will have "Open" status. Select "Closed" if needed.
7.
Fees and Bonds
Here you can enter any Fees or Bond amounts associated with the matter
8.
Offense Details
Enter any information about the officer involved, date of offense, or offense class.
9.
Description
Write a description of the offense.
10.
Evidence Status
Select the current evident status, if applicable. Otherwise, select "N/A".
11.
Offer, Deferral, Appearance Date
Fill in any necessary information here.
12.
Assorted Details
Check/uncheck these boxes as needed.
13.
Notes
Enter any general matter notes or compliance notes.
14.
Save & Close
Click on Save & Exit in the top toolbar.
Article ID: 24, Created: January 24, 2024 at 7:13 PM, Modified: January 24, 2024 at 9:07 PM