How do I close a contact?

Open the Contacts section.

Locate the contact you want to archive/deactivate.

Click on the  Active/Archived section.

The contact will move to the Active/Archived list.

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• How to add a new contact?

  Go to the contacts module Click on “Add Contact” A contact creation form will appear and fill in the required details such as: Full name Email address Phone number Address Click “Save” or “Create contact”

• How do I edit an existing contact’s information?

  Steps to update the existing contact in the MatterSuite 1. Login to MatterSuite. 2. In the navigation bar, go to the "Contacts" tab. 3. Find the contact you want to update from the list. 4. Click the "Edit icon" next to the contact. 5. Update the ...

• What is the contact module in MatterSuite?

  The Contacts module serves as a centralized hub for managing and storing all contact details — including clients, vendors, witnesses, opposing counsels, and other related parties — in one convenient location.

• How do I view client details and linked matters?

  Steps: Click on the “Clients” tab on your dashboard. Select the client whose details you want to view. You’ll see client information, including contact details and case history. Scroll down to view linked matters and recent activity. You can click on ...

• How can I check my Contact’s matter?

  Following are the steps for checking the Contact's matter in MatterSuite's Contact Management feature. 1. Click on the Contacts tab present on the nap bar. 2- Click on the contact you wish to check the Matters. Under Contact’s Matter, you can see the ...