How to set up a new matter

To set up a new matter for an existing client you need to complete a 'New Matter Set-up' support request.

The reference of your new matter will be given once the matter has been set up on Quill. The reference will be similar to the original code for that client however, the last digit will increase by one each time e.g. MBC001, MBC0012, MBC0013 etc.

A new Client Engagement Letter will be sent to you on MBC Link to review and amend for the new matter. Each new matter will require a new CEL to be completed and signed by the client (unless the original CEL covers the scope of instruction for your new matter).

Please note that if the main contact's ID is out of date we will require up-to-date ID to meet anti money laundering guidelines.

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Contact the MBC Support Team should you have any queries - [e-mail]