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.

Click on Get Started.

Enter your working email address.

Add your company name, work email, phone number, and create a password to complete the signup form.
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How do I add a new bank account (Trust or Operating Account) in MatterSuite?
Go to the Accounts module. Click the + Add Account button on the right. Enter the required details, such as: Click Save to create the account.
How to add funds to a trust account in MatterSuite?
In the navigation bar, select the Accounts tab. Go to the Trust accounts. Click on the specific account entry and go to Transactions. Click Add fund.
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 access reports in Mattersuite?
MatterSuite’s custom reports make it easy to understand how your firm is performing, all in one place. You can quickly see updates on matters, clients, team activity, tasks, and events using simple date-based filters. Time and expense reports help ...
How do I edit an existing account’s details?
Locate the account in the list of accounts. Click the Edit (pencil) icon. Update the required fields. Click Save to apply the changes.