Open and run a matter

Create a matter, add the people involved and track it to completion.

1. 1Choose All matters, then New matter.
2. 2Add the parties. Matters are named after the people involved.
3. 3Use the tabs on the matter for documents, tasks, process steps, requests and the activity record.
4. 4Use Prepare matter to start the standard checks and documents for the matter type.

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