How to access reports in Mattersuite?
MatterSuite’s custom reports make it easy to understand how your firm is performing, all in one place. You can quickly see updates on matters, clients, team activity, tasks, and events using simple date-based filters. Time and expense reports help you bill accurately without missing any work. Billing, payments, and credit note reports give you a clear picture of your revenue and outstanding invoices. Communication and activity logs keep everything transparent, so you always know who did what and when.
Access report in MatterSuite:-
Log in to MatterSuite.
Click Reports from the main menu.
Select the report you need.
Apply filters like date or matter.
View or export the report. Refer to the image.
Related Articles
Reports Overview and Custom Reporting in MatterSuite
The Reports section provides a centralized and organized view of your firm’s key data in one place. It allows you to generate detailed reports for matters, contacts, tasks, staff, billing, time and expense entries, invoice payments, credit notes, ...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 ...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 ...Ask MatterSuite AI – Overview
Ask MatterSuite AI helps legal professionals simplify their workflow by automating document drafting, NDA generation, conducting legal research, and more all from one interface. You can access this feature directly from your dashboard by clicking ...How to Enable the Client Portal
Go to the Matter and click on any specific client in your system. Enable the Client Portal Access option. The client will receive an email invitation to log in.