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How do I add a new matter?

  1. Click on “Matters” -> “New”
  2. Fill in the relevant details and click on “Save”
  3. Matter is created and File Reference is automatically generated.
  4. Folder with relevant sub-folders and templates are generated.
  5. The sub-folders and templates may look different depending on how you want them customized.
  6. Relevant code is generated in the accounting system.