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 a matter to see full details.
Related Articles
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.Client Portal Overview in MatterSuite
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 ...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 contact?
1. Go to the contacts module 2. Click on “New Contact” 3. A contact creation form will appear and fill in the required details such as: Full name Email address Phone number Address 4. Click “Save” or “Create contact”How to Export Matters to Excel or CSV in MatterSuite?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters section. 3. Click the Export Matters icon located in the top-right corner. 4. Your data will be automatically downloaded as an Excel or CSV file. Refer to the image below