How do I edit an existing account’s details?
Locate the account in the list of accounts.
Click the Edit (pencil) icon.
Update the required fields.
Click Save to apply the changes.

Related Articles
How do I add a new bank account (Trust or Operating Account) in MatterSuite?
Go to the Accounts module. Click the + Add Account button on the right. Enter the required details, such as: Click Save to create the account.
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 ...
How to Add a New Status Update in an Existing Matter?
Go to your MatterSuite Dashboard. Click on the Matters section. Open the matter you want to update. Click on the “+” icon, add your update details, and click Save. Refer to the image below.
How do I edit a task?
Open the Tasks module. Locate the task you want to edit (use search or filters by status, priority, or assignee). Click the task title or the Edit icon next to it. Make the necessary changes (title, description, due date, priority, assignee, or ...
How can I edit the existing motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to edit the motion for. 3. Click on the pencil icon present on the right-hand side of the motion, under the Motions tab. 4. Update the details and click on the Save ...