Once your program has been created, click on its title and you will see the option to Add Projects.

When adding new projects, you can enter an identifying number for the Client and the Client Project. You will also be required to customize the Project Name:

Note in the above screenshot that you can also enter a description, designate the office location, practice area, and type of assignment.

Next, the Project Timeline is where you will communicate an expected turnaround to the associate:

Lastly, you will need to designate which attorney will be reviewing the matter:

The drop-down list will generate from the Members page of your account.

Another method for adding projects is to send the request link to your attorneys.

If you click on New Matter from within the specific program's page, you will the option to copy the request matter link:

You can copy this link and then send it outside of Flo Recruit to your Associates.

So, what does this link look like from the attorney's perspective?

The main difference is that, if they do not have a Flo account themselves and are not signed in, they will first need to verify their email:

After verifying their email address, they can fill out the matter request form:

Attorneys will need to confirm that they want to submit a project before officially doing so:

From the specific program's page, note that you can use the column management tool to customize your view:

Once you click into a specific project, you will see the project details on the left hand side:

Note how you will be able to Add Associates to assign them to this project. You can do so by simply clicking the Add Associates button and scrolling through the list or clicking on the + New Associate button. The main required fields are first name, last name, and email:

Both the associate and attorney will be notified over email once a matter is assigned, as long as this email notification has been turned on.

Here is an example of what this will look like to the attorney:

Here is an example from the associate's view:

Once associates are added, you may upload documents on their behalf. Note that the file type must be a PDF:

As long as you have at least one of these documents selected, you can bulk download to share with attorneys, or bulk delete:

As associates move through the process, you will be able to update the status of the project:

Associates can also change these statuses as well.

In addition to the above information about how to assign a matter to an associate, you also have the ability to see how many matters an associate has currently been assigned through the associates tab of the program:

Just like from within each specific project, you can click on an associate's name to trigger the slide-out menu:

From here, note how you can access the full profile, contact information, assigned projects, and evaluations: