Solved

New Matter for Existing Client

  • 26 January 2023
  • 1 reply
  • 38 views
C

How do you open a new (2nd) matter for existing client?

icon

Best answer by Sara Sultan 26 January 2023, 20:43

View original
This topic has been closed for comments

1 reply

Sara Sultan
Rank
Userlevel 7
Badge +1

Hello,

All you need to do is choose the New Matter button in the upper left and choose a new matter type.  As you start entering in the client information onto the matter, Smokeball will recognize that they are already in the system and let you pull in all of the contact information.  

 

 

Sara Sultan (she/her)
Terms & Conditions