How to add yourself to a matter on Core

This guide will demonstrate how to subscribe to matters within Core.

Go to the matters section in Core System. 

Before searching, make sure the filter says 'All matters' instead of 'My matters'. Search for the matter you'd like to subscribe to by either using the filters or by searching for them using the client's name, DMS code or matter name at the the top right with the search bar.

From there a list of associated matters with whatever you searched will pop up.

Once you find the matter you'd like to subscribe to, on the far right hand side of the matter, there will be an icon of a green person with a plus next to them.

Click the green person icon and a matter menu will pop up.

From there add yourself to the matter by searching for yourself in the 'Add Members' section.

Once you select yourself click save and you will be added to the matter, enabling you to bill time to it. You'll need to refresh the page for the matter to show up ready for you to bill time to it. To do this click the little clockwise arrow at the top left of your screen.

You'll then be able to bill time to the matter through a manual time entry or through the timer.