How does the folder structure work in MatterSuite?
When a Contact is created a folder is automatically created with the client's name. Similarly when a Matter is created a folder is automatically created with client's name followed by the matter's name inside the client's folder.
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Getting Started: How to Register in MatterSuite
Follow these essential steps to register your account in MatterSuite. Completing the setup process will allow you to access your workspace and begin using the platform. Go to the - www.mattersuite.com Click on Get Started. Enter your working email ...
How to create a new folder?
Go to the Document section. 2. Click on Create Folder. 3. Select the document category and folder name. 4. Click the Save button.
How to create a custom document folder in MatterSuite?
Yes, you can create a custom Folder. 1. Go to the Documents tab. 2. Click on the Create Folder button. 3 - A window will open. Fill in the Folder Name, select the Document Category, and click the Save button. A new custom document folder will be ...
Overview of MatterSuite Calendar
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 ...
How to add new matter in MatterSuite?
Go to your MatterSuite Dashboard. Navigate to the Matters section. Click on the Add New Matter button. Enter all the required details such as client name, description, and case type. Click Save to successfully create your new matter. Refer to this ...