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.
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?
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 to Export Matters to Excel in MatterSuite?
Go to your MatterSuite Dashboard. Click on the Matters section. Click the Export Matters icon located in the top-right corner. Select the matters you’d like to export. Your data will be automatically downloaded as an Excel sheet. Refer to the image ...
Sharing a Matter with External Legal Professionals (Co-Counsel Guide)
A Co-Counsel is an external legal professional, such as an outside attorney or a specialized expert, that you bring into a specific matter to work alongside you. They only get controlled access to the documents, tasks, and information you choose to ...