You can create negotiations off of a matter record from the Settlement Calculator. 

How to Create a Negotiation From the Calculator

  1. Navigate to Matters > [Matter Name].
  2. Navigate to the Financials tab > Calculator tab. 
  3. Scroll to the bottom of the page and select Create Negotiation. 
  4. Input negotiation details.
    mceclip0.png
  5. Select Create Record.
Was this article helpful?
0 out of 0 found this helpful