Creating Matters

The easiest way to create a new matter on Thread is by using the quick create button in the bottom left corner.

1. Click on the quick create button in the bottom left corner. 

2. Select Matter.    

3. A pop-up window will appear where you can fill out all relevant details. Mandatory fields are marked with *

 

 

4. Click Save.  

5. A new pop-up window will appear directing you to select a primary client for the matter.  

6. If the contact already exists on Thread, search and select their name, and click OK.  

7. If the contact does not exist on Thread, click Add in the top grey pane to create a new contact.   

 
 

 

8. A pop-up window will appear directing you to create a new contact. Fill in the details of your new contact. All mandatory fields are marked with * 

9. Click Save. 

10. In the pop-up that appears, enter the contacts unique reference number if applicable.  

 

 

11. Click Ok.  

The new contact will be automatically linked as the primary client of your new matter.  

12. In the next pop-up that appears, enter any key dates and custom fields details available currently. Make sure to Save where applicable.

You can edit the details of your matter and link new contacts at any time when in the matter.

If you are creating a matter for a company, please follow the steps here. 

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