How I can change the status of the matter from open to close?
1. Click on the Matters tab present on the nap bar.

2. Click on the Matter for which you want to change the status from open to close.

3. Click on the pencil icon appearing on the right side of your screen.
4. A Matter Details form will open, Go to the Matter Status field select the close option from the drop-down, and click on the Save button.
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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 to link an event with Matter.
Open the Calendar. Click Add Event (or select an existing event). Enter the event title, date, and description. Click Link to Matter. Choose the relevant matter from the list. Click Save to link the event and finish.
How do I link a task to a matter or client?
Open the Tasks module. Click Add Task or open an existing task for editing. In the task creation window, fill in the task details (title, description, priority, due date, etc.). Find the field labeled Link to Matter (or Linked Matter/Client). Click ...
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 ...
How I can change the name of an existing matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit the name. 3. Click on the pencil icon present on the right-hand side. 4. Update the matter title/name, then click on the Save button.