Tips

Client reference: If your client has their own reference number (e.g. from their insurer), add it to the matter — it appears in correspondence as "Your Ref."

Duplicate check: Before creating a matter for an existing client, check the Contacts section first to avoid duplicating contact records.

Matter templates save time: For high-volume practice areas (e.g. residential conveyancing), a matter template can set up everything in one click.