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.
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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 to add a new motion in the Matter?
Go to the Matters section. Select the Matter where you want to add the motion. Open the LawSuite tab and click on the Motions section. Choose your motion type, fill in the 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 add a new bank account (Trust or Operating Account) in MatterSuite?
Go to the Accounts module. Click the + Add Account button on the right. Enter the required details, such as: Click Save to create the account.
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 ...