Create a new client in MatterCenter

Within MatterCenter users can create both matters and users. To create a new client, follow these steps:

1. Click the hamburger menu next to the DMSforLegal title.

   

2. Click the button Actions. A new screen for both matter creation and user creation will open.

3. Users can easily Create a new client by giving the client a Title and/or attaching a file to the client including additional information about the client.

4. Click Save. A new client is created.