How can I access and create the Intake Forms in MatterSuite

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• 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 to access reports in Mattersuite.

  Overview:- 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 ...

• How can I request additional trust funds?

  Go to Accounts in the top navigation. Click Trust Requests. Select + Add Trust Request on the right side. Enter details such as Client, Matter, Requested Amount, and Due Date. Click Save to create the request. Or Matter 1. Open your Matter. 2. Go to ...