General
Assigning and Reassigning Roles on a Matter
How to update who's responsible for a matter in MatterSuite As a matter progresses, you may need to update who's responsible for it, or adjust who has access. MatterSuite makes it easy to update these roles at any point in time. In this article: ...
How to Reset Your Password in MatterSuite
How Do I Reset My Password? Learn how to reset your MatterSuite password in a few simple steps If you've forgotten your password, follow these steps to reset it: On the Sign In page, click Forgot password? On the Forgot Password screen, enter the ...
How to Login to MatterSuite
Log in to MatterSuite How to sign in and access your account To log in to MatterSuite, go to your MatterSuite sign-in page and enter your registered email address and password, then click Login. If you don't have an account yet, click Click to Sign ...
Personal Settings in MatterSuite
Personal Settings in MatterSuite Customize your workspace preferences MatterSuite lets you personalize your workspace to suit your preferences. You can access these settings from your profile menu, where you'll find the following options: Language – ...
Share Your Feedback with MatterSuite
At MatterSuite, we value hearing from our customers. Your feedback helps us understand where we can improve the platform to better support your team's day-to-day work. How to Share Feedback Directly You can reach out to us directly through our Get In ...
Getting Started: How to Register in MatterSuite
Follow these essential steps to register your account in MatterSuite. Completing the setup process will allow you to access your workspace and begin using the platform. Go to the - www.mattersuite.com Click on Get Started. Enter your working email ...
How to Add a New Matter Using the Chatbot?
Go to your MatterSuite Dashboard. Click on the Chatbot icon. Type or select “Create/Add a New Matter.” Fill in the required details (like client name, case type, and description). Click Save — and your new matter will be created. Refer guidance to ...
How to Add a Business Logo in MatterSuite
Follow the steps below to upload your business logo to your MatterSuite account: 1. Log in to your MatterSuite system using your credentials. 2. Navigate to the Settings section from the right-side menu. 3. Under Organization Settings, click on ...