How to Upload a Contract in MatterSuite | 2-Step Guide

How to upload contracts in MatterSuite

After selecting Upload, you'll go through two quick steps to add your contract:

Step 1: Upload the Contract
Drag and drop your file, or click to browse and select it from your computer. MatterSuite supports PDF and DOCX files, up to 10MB. You can also tick the checkboxes if the contract is already signed, or if you want to restrict visibility so only members can see it. Once you're done, click Next.


Step 2: Add Contract Details 

  1. Contract Title - The name of the contract, used to identify it across the system.

  2. Contract Type - Select the category the contract falls under.

  3. Location - The office or entity the contract is associated with.

  4. Counterparty - The other party involved in the contract. You can also create a new counterparty directly from here.

  5. Department - The department responsible for or linked to the contract.

  6. Commencement Date - The date the contract officially begins.

  7. End Date - The date the contract is due to expire or complete.

  8. Contract Owner - The person responsible for managing the contract.

  9. Team Assigned - The team members involved in handling the contract.

  10. Renewal Type - How the contract should be renewed, such as Manual or Automatic.

  11. Contract Value - The monetary value of the contract, along with the selected currency.

  12. Description - Additional notes or details about the contract, with the option to generate content using AI