What you can do once you're logged in to the Co-Counsel portal
As co-counsel, you get your own co counsel dashboard in Matter Suite where you can follow your matters, manage tasks and events, log time, submit invoices, and keep a record of communications with the firm.
In this article:
Navigating the portal
Dashboard
Calendar
Tasks
Contracts
Matters
Time and billing
Communication
The main menu runs across the top: Dashboard, Calendar, Tasks, Contracts, Matters, Documents, Billing, and Communication. The header also has:
Search any feature to jump to a page
Add New to create items quickly
A timer to track time as you work
Your name and role (Co-Counsel) in the top-right corner
The Dashboard summarizes your work and billing at a glance:
Today: billable amount and hours for the day.
Billing Summary This Year: Billed, Unbilled, No Charge, and Billable, each with an amount and hours.
Bills This Year: counts and totals for Pending for Approval, Draft, Unpaid, and Overdue bills. Click View All on any card to see the full list.
Time Entry Summary: hours and amount by time period.
Matter Wise Billing (Today) and Tasks: your day's billing by matter, and your tasks (View All opens the full list).
The Calendar shows a month view with a mini-calendar on the left.
Use the arrows or month picker to move between months, and the view dropdown to change the display.
Use the + icon to add an event, and the print icon to print the calendar.
Under My Calendars, toggle Task and Statute of Limitations events. Under Other Calendars, toggle shared calendars such as Firm and internal.
Click Add Calendar to add another calendar.
The Tasks page lists your tasks.
Filter by All, Pending, or Completed, choose a date range, or search by keyword.
Click New Task to create one. Enter a title and description, choose who it's assigned to, set the due date, and add a duration in minutes. You can also add a notification, link a matter, and upload a document.
The Contracts page sorts contracts by stage: Draft, Negotiating, Approval, Signing, Executed, Void, Expired, or All. Removed contracts are under the Deleted Contracts tab.
The Matters page lists your matters with the client, practice area, responsible attorney, status, and open date. Filter by All, Active, or Archived, search, or use the column icon to change the columns.
Open a matter to see these tabs: Details, Documents, Communication, Comments, Tasks, Events, and Billing.
Details shows:
Status, stage, and key dates (open, close, and trial dates)
Matter information, such as practice area, client reference number, court, attorneys, and payment terms
The description and tags
Contacts and related contacts
Hearing dates. Click Add Hearing to enter a title, date and time, location, calendar, and event type. You can also invite guests, link the hearing to the matter, and upload a document.
Logging time: In a time entry, set the date, matter, time entry category, task code, and a description. Enter hours in tenths (90 minutes = 1.5). Optionally mark it No Charge Entry or Flat Fee.
Matter billing has two tabs:
Invoices: Bills, and External Invoices filtered by Approved, Under Review, All, or Rejected.
Time/Expense Entries: your logged time and expenses for the matter.
Submitting an invoice: Click upload, then enter a title and note, choose the matter, and attach your invoice document.
Phone and Email Logs keep a record of your communications. Filter by All, Email Log, Phone Log, or Archived.
To add an entry, click new message log, then choose Email or Phone. Select the matter, date and time, sender and recipients, subject, and message. You can attach a document.
The Documents page is where you manage files and folders.
Use Upload Files to add your own documents, and Create Folder to organize them.
Filter by All, Files Only, or Shared With Me. Shared With Me shows documents the firm has shared with you.
Browse everything under All Files and Folders, search by keyword, or use the filter icon to narrow results.
The Billing page has two tabs:
Bills: a list of bills, with search, a filter icon, and a cloud icon in the top-right.
External Invoices: invoices you've uploaded, filtered by Approved, Under Review, All, or Rejected.
Click your name in the top-right corner to open your profile menu. It shows your name and email, and lets you set:
Language
Date format (for example, MMM DD, YYYY)
Time format (for example, hh:mm A)
Timezone
Theme color
Dark Mode
Enable Notifications
Use Logout to sign out.
The Co-Counsel portal is separate from the regular MatterSuite login. You can't switch between the two from inside the app. To use the other one, log out and sign in to that portal's own dashboard.