Matters
How to Export Matters in MatterSuite
Create a local copy of your matters to save or share outside the platform If you need a local copy of your matter data, whether for backup, sharing, or transferring to another system, MatterSuite lets you export matters directly to your device. In ...
Managing Contracts Within a Matter
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 ...
How to Create a Matter in MatterSuite
A simple walkthrough of the matter creation process Creating a new matter in MatterSuite only takes a few steps, and the guided setup ensures you capture all the right information from the start. In this article: Starting from a Matter Template ...
Understanding Roles and Access in a MatterSuite Matter
Who's responsible for a matter, and who can access it Rather than a single "owner" and "manager" model, MatterSuite separates responsibility (who's accountable for the matter) and access (who's allowed to view or work on it), giving you more ...
Matters in MatterSuite
A quick tour of everything that makes up a matter in MatterSuite Matters are at the heart of MatterSuite, giving you one place to manage every detail of a case, from documents and billing to tasks and communication. This article walks you through the ...
How to Add a New Comment in an Existing Matter?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters tab. 3. Click on the “+” icon on the right side of the matter in which you want to add a comment or update. 4. The Add New Comment form will open. Add your comment and click Save. Refer to ...
How Can I View History in an Active Matter?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters tab. 3. Select the Active Matters tab. 4. Click on the three dots on the right side of the matter whose history you want to view. 5. Click View History to see all activities and updates ...
How to add a new cause of action in Matter?
1. Go to the Matters tab. 2. Select the Matter where you want to add the motion. 3. Under the Matter click on the LawSuite tab and, then click on the COA (Cause of Action) tab. 4. Choose your complaint title, fill in the details, and click Save. ...
How to Export Matters to Excel or CSV in MatterSuite?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters section. 3. Click the Export Matters icon located in the top-right corner. 4. Your data will be automatically downloaded as an Excel or CSV file. Refer to the image below
How to add new matter in MatterSuite?
1. Go to your MatterSuite Dashboard. 2. Navigate to the Matters section. 3. Click on the Add New Matter button. 4. Enter all the required details such as client name, description, and case type. 5. Click Save to successfully create your new matter. ...