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Authorized users - log in to create a ticket, view tickets status and check your success plan details.

 

Step 12: Final Screen

This screen contains a confirmation and summary of the matter.

After you finish adding a new matter record, the following screen includes a confirmation and summary of the matter. From this page you have the following options:

  • Add Another Same - Click to open the first page for creating a new matter with all the information you entered for the previous matter. From this page, you must change the Matter Name and Matter Short Name.
  • Add Another New - Click to open the first page for creating a new matter with no saved information.
  • View New Record - Click to view the matter you just created.

ImportantInitially, duplicate matter numbers are flagged. This security measure ensures that two users adding matters at the same time do not inadvertently use the same number. However, Lawtrac administrators can change a matter number from their Edit Main Information screen after it has been added to the database.

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