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Mitratech Success Center

Creating a Matter

Note: This instruction uses the label “Matter”. Some client sites may use the label “Claim” or “Subject.” Additionally, if a system is fed based only, this option will not be available

  1. Select the MATTERS link at the top of the page.  

  1. Click on the Sub-Navigation menu option Create Matter

  1. Perform a search first to ensure the matter does not already exist. 

  1. If the matter does not exist, select the Create button to get started. 

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  1. Fill out the Create Matter form. 

  1. Required fields will be highlighted in orange. 

  1. Click the Create button to complete. 

  1. Acuity will automatically generate a Matter Number. 

  1. If you do not want to save your changes, select Cancel

  1. To start over, select Clear All

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