Submitting an Internal Matter Request (Approval Required)

Use this article only if:

• You do NOT see “Add Matter”

• Your organization requires internal approval before creation

Important: Matter Requests Are Located Elsewhere

Matter Requests are NOT under Search/Add Matters.

Go to:

Menu > Matter Management > Search Matter Requests

Step 1: Navigate to Matter Requests

Menu > Matter Management > Search Matter Requests

Step 2: Click “Add Matter Request”

Step 3: Complete Required Fields

• Required fields are shaded pink/red

• Click Next if prompted

• Add Allocation values if prompted

If unsure about field values, contact your Administrator.

Step 4: Click “Request Matter”

Once submitted:

• The request is routed for review

• The matter is not active yet