How contracts connect to the matter

In MatterSuite, contracts related to a matter live directly within that matter's Documents tab, keeping everything connected in one place without needing a separate linking step.

Adding a Contract to a Matter

Open the matter details tab by clicking the matter name, then go to the Documents tab. From here, you can:

• Upload Files – Add an existing contract file from your computer.

• Create From Template – Generate a new contract directly from one of your saved templates.

• Create Folder – Organize multiple related contracts and documents together within the matter.

Since contracts are managed as part of the matter's documents, they stay tied to that matter automatically, so you don't need to assign ownership, access, or membership separately, as the contract inherits the matter's existing document structure.

Finding Contracts Later

You can filter the Documents tab using All, Files Only, or Shared With Me to quickly narrow down what you're looking for, or use the search bar to find a specific contract by name.