How to delete existing matter?
1. Click on the Matters tab present on the nap bar.
2. Select the matter which you want to delete and click the delete icon appearing at the right corner of the screen and click on confirm.
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How can I delete the existing legal research?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the legal research. 3. Click on the Legal Research tab, appearing on the right side of your screen. 4. Click on the delete icon appearing on the ...How can I add personal notes in legal research in the matter module?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the legal research. 3. Click on the Legal Research tab, appearing on the right side of your screen. 4. Click on the + Attach Legal Research button ...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 ...