To create a new matter for an existing client, click on “add matter” which appears in blue under the matter entry field.
The system will now move you to the screen that will allow you to enter the details of the new matter as shown below:
Enter your matter number (selected from your practice management system or some other selection) and add a description of the matter.
Select the region using the drop-down arrow at the far right of the selection box. conveyIT Maestro will automatically include the correct holiday calendar for the region. This is important as it is used by the system to calculate task due dates.
Choose the correct transaction type for the matter by clicking on the drop-down arrow at the far right of the selection box.
Ensure that the person responsible for the matter is shown correctly and that the branding that you will use during this transaction is also correct.
You can now add the matter to your selected client by clicking the blue “add matter” in the top right-hand corner of the screen.
Next Steps
Now that you have created your matter, you will have two more fields to complete. The first will be adding in the contract date. Click in to the contract date field and select the contract date from the calendar
The second field will be to add one or more task types to your matter. By adding these task types, you bring a number of appropriate tasks to your workflow. You can return here to add these later but it is recommended that you add them now. To do this, click in the box next to the task type as shown below:
