How Can I View History in an Active Matter?
1. Go to your MatterSuite Dashboard.
2. Click on the Matters tab.
3. Select the Active Matters tab.
4. Click on the three dots on the right side of the matter whose history you want to view.
5. Click View History to see all activities and updates related to that matter.
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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. ...
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 ...
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1. Go to your MatterSuite Dashboard. 2. Click on the Matters tab. 3. Click on the “+” icon on the right side of the matter in which you want to add a comment or update. 4. The Add New Comment form will open. Add your comment and click Save. Refer to ...
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In the navigation bar, select the Accounts tab. Select the account for which you want to view the transaction history or associated financial records. The system opens the account details page. Refer to the image below
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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 ...