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Create Negotiation From Calculator

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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.
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  5. Select Create Record.

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