Learn how to add a matter from anywhere in Xakia.
To add a new matter, click the '+ New Matter' button in the top navigation menu. A new matter form will appear.
You can complete the fields manually or choose a template by clicking on the 'Actions' button in the top right hand side of your Matter Form and selecting 'Load Template'. For more information about Templates, see this article.
Creating a new matter should take you approximately 30 seconds for a simple matter. More complex matters with external resources or entities and third parties will take you a little longer.
Watch our video below to learn how to create a matter.