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
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Select the MATTERS link at the top of the page.
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Click on the Sub-Navigation menu option Create Matter.
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Perform a search first to ensure the matter does not already exist.
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If the matter does not exist, select the Create button to get started.
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Fill out the Create Matter form.
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Required fields will be highlighted in orange.
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Click the Create button to complete.
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If you do not want to save your changes, select Cancel.
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To start over, select Clear All.
NOTE: Acuity will automatically generate a Matter Number.