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.  

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

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

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

5. Fill out the Create Matter form. 

6. Required fields will be highlighted in orange. 

7. Click the Create button to complete. 

8. Acuity will automatically generate a Matter Number. 

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

10. To start over, select Clear All.