Creating Matters for Companies

If you are handling a matter for a company rather than an individual, you can create a Matter with that company as your client. 

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. Type and select the company which is your client for this matter. If the company has not been added yet to your Thread, click + icon to create the company first. 
 

 
 

If the company has multiple locations, you can select the relevant location for this Matter. 
 

 
 

5. In the next window, select the relevant company employee as the primary point of contact for this case. 
 

 
 

If the client company is without any contact, you can choose this company as the primary client in the Find Contacts step. The Matter will then automatically convert to company Matter and populate the Company field on the Summary page. 

6. Once you have completed all the relevant Matter details, your Matter will be created and you will see the client company on the Matter summary page. 
 

 
 

You will also notice next to the Matter code and name there is an icon showing that this is a company Matter . 

To find out more about company Matters, go to Company Matters - Templates and Billing. 

• Related Articles

• Creating Companies

  To create a new company in Thread, go to the Companies page on the left menu. Click on + Company on the top right corner. A pop-up will open where you can start entering the company details. On the  General tab, use the search bar to find the company ...

• 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 ...

• Companies without a Contact

  When creating a company for which you don't have any individual contact you are communicating with, you can create a company without any contact/employee.  This guide only applies to new companies created without a contact. All steps below do not ...

• Deleting Companies

  A company can only be deleted if the company has no matters related, or company contacts are not primary clients on any matters. 1. To delete a company, click on the Companies page on the left menu. 2. Search for the company you want to delete, ...

• Creating Appointments

  With Thread, you can create appointments that automatically appear in your Microsoft Outlook calendar. You can also create a Microsoft Teams meeting, and link appointments to specific matters. Creating Appointments with Quick Create The easiest way ...