When a new matter is created by your law firm it will appear in the New Matters list on the dashboard.
How to Accept Your New Matter
When new matters first appear in the list, they are sorted by the date received and exist here for up to 30 days. To accept your new matters simply select the green tick button which will filter the matter into the matters page.
If not accepted after 30 days, any new matter will expire and automatically filter into the matters page. Matters created more than 60 days ago are not added to the new matters list, even if it is the first time they have appeared in Apperio. This prevents a flood of matters in the list, especially if your business is connected to a law firm with historical matters.
If you have folders setup in Apperio you can choose which folder to assign the matter to using the folder drop down filter.
To view your matter in more detail click on the matter name and you will be automatically directed to the detailed matter page.
You can choose to not accept all your new matters by selecting Dismiss All on the top right.