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  5. 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.

     

  1. 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.

  1. Click Save. A new client is created.

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