The Matters Entity is an Entity that allows you to access all, edit existing and enter new Matters into your Curo365 Environment. For a guide on adding general Contacts, click here, and for a guide for adding Businesses, click here.
Matters in Curo365 are what we call Cases, Projects or Files, depending on how you reference them. From a Matter, you can access all Billing info, Client info, Emails, Tasks, and anything else that pertains to the Matter. For a deep dive on an existing Matter, click here. And for information on simply creating a Matter, keep reading!
When first you login to your Curo365 Environment, you’ll be taken by default to the Daily Work Entity. On the left side of the screen, in the Left Navigator, you’ll see many different Entities under a collection of Subheadings. The Matters Entity is under the Matters Subheading. See the picture below.
Once you click the Matters Entity, it will default to Active Matters, showing you a list of Matters that you have created and that are considered Active in the system. Active, for the purposes of Curo365, means that they have not been set to Inactive or closed.
Note the dropdown menu to the right of Active Matters. Clicking that carrot gives you the following options for filtering and looking through Matters. See the breakdown below to understand what those options will show.
Active Matters – Matters that are currently not closed or marked Inactive
Active Matters with Trust Balances
Active Not Pending Matters
Client Form Matters – Matters made from specific, custom Client Forms
Firm Matters with AR Balance
Firm WIP Report – A custom report that will show all WIP (Work in Progress) Matters
Inactive Matters – Matters that have been finished or closed.
Matters with a Trust Balance
Matters with Un-invoiced Billing
My Matters with AR Balances – Matters that you personally created with AR Balances
My WIP Report – A report of Matters that you personally created is considered WIP (Work in Progress).
Pending Matters – Matters still in the PNC phase or simply not ready to be billed.
Split Billing Matters – Matters where billing amounts will be split between multiple parties
Adding a New Matter
*To add a New Business, click the option at the top that says +New.
Clicking +New takes you to a different screen asking you for various bits of information on the new Matter. Note that all fields featuring an asterisk require info in order to save and register the new Matter. Below, we’ve filled in some dummy information in order to see how some of these fields work.
*Note* - The Client field can be used to either put in a Client that already exists in your system or add a new client by clicking the +New Record option at the bottom of the search window, as shown below. For more information on adding new clients in the Contacts Entity, click here.
*Note* The Business Center will usually have only one or two options, and should be tied to the firm that will be representing this Client. For more information on Business Centers, what they are and hot create them, click here.
You can fill out as much or as little information that you need for this Matter, but remember that the fields with an asterisk must be filled out in order to save and register the new Matter. Continuing down the list:
When You’re Done
After setting everything in this Matter the way that you like, click Save & Close at the top of the screen and you’ll exit back to the main Matters Entity.
*Note* – If you ever come back to this Business to edit it again, you’ll have to save by either using the small save option in the bottom right corner of the screen, pictured here,
or you can simply press Ctrl + S, as you can in any other Microsoft program.
Finally, after you've completed any sort of conflict checks and decided that your firm is ready to move on with this client, you can click the Activate Matter button at the top of the screen.
*Note* – At any point before or after Activation, you can still continue to edit and save the Matter.
And there you have it! You can now create new Matters within Curo365!