Creating a New Matter

Creating a New Matter

1. Select "New Matter"

From the client screen, select "New Matter" on the top toolbar.


Select "New Matter"

2. Assign Matter Number

Enter Matter Number, Matter Type, Matter Sub-Type (if any)


Assign Matter Number

3. Select "Matter Type"

Select "Matter Type"

4. Select "Matter Sub-Type", if any.

Select "Matter Sub-Type", if any.

5. Select Venue

Choose from the court venues you've already entered.


Select Venue

6. Matter Status

By default, new matters will have "Open" status. Select "Closed" if needed.


Matter Status

7. Fees and Bonds

Here you can enter any Fees or Bond amounts associated with the matter


Fees and Bonds

8. Offense Details

Enter any information about the officer involved, date of offense, or offense class.


Offense Details

9. Description

Write a description of the offense.


Description

10. Evidence Status

Select the current evident status, if applicable. Otherwise, select "N/A".


Evidence Status

11. Offer, Deferral, Appearance Date

Fill in any necessary information here.


Offer, Deferral, Appearance Date

12. Assorted Details

Check/uncheck these boxes as needed.


Assorted Details

13. Notes

Enter any general matter notes or compliance notes.


Notes

14. Save & Close

Click on Save & Exit in the top toolbar.

Save & Close

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