How can I access and create the Intake Forms in MatterSuite

• Related Articles

• How do I create a new intake form?

  Click the + Add Intake Form button at the top-right corner. Enter the Form Title (e.g., Client Intake, Contact Intake). Add the desired fields (like Name, Phone, Email, etc.). Click Save to create your new intake form and copy that link.

• How to add new matter in MatterSuite?

  Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...

• 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 Can I View History in an Active Matter?

  Go to your MatterSuite Dashboard. Click on the Matters section. Select the Active Matters tab. Click on View History to see all activities and updates related to that matter.

• Overview

  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 ...