2nd: How to create an event in MatterSuite?


Related Articles
Overview of MatterSuite Calendar
The MatterSuite Calendar is a smart and organized scheduling tool designed for law firms and legal teams. It helps users efficiently manage their meetings, hearings, deadlines, appointments, and events; all from one central place. The calendar ...
How to set a hearing in MatterSuite calendar.
Open Calendar → click Add Event. Enter title, date, time, and location. Click Link to Matter and choose the case. (Optional) Add participants and upload documents. Set a reminder if needed → Save.
How to upload a document to an event.
Open your MatterSuite calendar. Click the event. Select Add attachment/Upload file. Choose your file. Save the event.
How to set a recurring event.
Open the Calendar and click Add Event. Enter the event title, description, and date/time. Click the Repeat/Recurrence option. Set an end date (or choose Never ends). Add a reminder if needed, then save the event.
How to create a task in the calendar section.
Click Add in the calendar and select Task. Enter the task details. Add a notification (optional). Link a matter and upload files (optional). Click Save.