Prevail User Knowledge Base
Prevail 10 E-Training*: Matter Creation from a Contact
A matter in Prevail is the central hub of your client’s digital case file. The Matter tab provides you with basic information for the client, while the other tabs in the system take a deeper dive into the matter’s information and history. And, contacts are the foundation of the matter.
To create a matter, you can:
Complete an Intake Questionnaire
For more information, see ‘Prevail 10 E-Training*: Running Questionnaires’.
Create the client or prospect as a contact and create a matter from there.
This is what we will cover in this module.
Instructions
Follow these instructions to create a Matter from a Contact:
Click New in the Prevail toolbar.
Click Contact.
Create a Contact.
This is covered in 'Prevail 10 E-Training*: Contacts.
Click ‘Create Matter/Prospect’ at the top of the Contact window.
Note: A Prospect is a potential client, while a Matter is a case you have already taken.
Complete the following fields in this window.
Prospect Type: Determines matter type
Case Type: Determines Statute of Limitations for the matter, if applicable.
Incident Date: If applicable, will automate to the current date.
Group Security: Determines who can access this matter.
For more information on Security Groups, see 'Prevail 10 E-Training*: Security Group Training
If anyone can have access to this matter or prospect, select 'Default Group.'
Branch Office: This is your office.
Field will default to the one assigned to the user who is creating the matter. If you have more than one Branch Office, you may change the selection.
For more information on inputting your Branch Office, go to 'Prevail 10 E-Training*: Creating a Contact for your Firm
Select the Case Manager, Hearing Attorney, and Lead Attorney
These are optional fields and can be completed at a later time from the Matter Tab.
After completing these, select:
Click 'Create Matter' If this contact is a client.
Click 'Create Prospect' if this contact is a potential client or lead.