How can I access and create the Intake Forms in MatterSuite?

1. Go to the Settings tab from the top navigation bar.

2. Select Lead & Contact Settings.

3. Click on Intake Forms.

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• How do I create a new intake form?

  1. Go to the Settings section. 2. Under Lead & Contact Settings, click on Intake Forms. 3. Click the Add Intake Form button in the top-right corner. 4. A form will open. Enter the Form Title (e.g., Client Intake, Contact Intake) and add the desired ...

• 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. ...

• Client Portal Overview in MatterSuite

  The Client Portal is a secure online space where clients can view updates about their case. Functionality:- Clients can view tasks, download shared documents, see matter details, and check invoices or payments. Use:- It helps clients stay informed ...

• How to Enable the Client Portal

  Go to the Matter and click on any specific client in your system. Enable the Client Portal Access option. The client will receive an email invitation to log in.

• 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 ...