What is the contact module in MatterSuite?
The Contacts module serves as a centralized hub for managing and storing all
contact details — including clients, vendors, witnesses, opposing counsels, and other related parties — in one convenient location.
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How to add a new contact?
Go to the contacts module Click on “Add Contact” A contact creation form will appear and fill in the required details such as: Full name Email address Phone number Address Click “Save” or “Create contact”
How do I edit an existing contact’s information?
Steps to update the existing contact in the MatterSuite 1. Login to MatterSuite. 2. In the navigation bar, go to the "Contacts" tab. 3. Find the contact you want to update from the list. 4. Click the "Edit icon" next to the contact. 5. Update the ...
Overview of the Tasks Module
The Tasks Module in MatterSuite helps legal professionals efficiently organize and manage daily work. It centralizes all tasks in one place so teams can clearly see responsibilities, track deadlines, and stay productive. Each task can include details ...
How do I view client details and linked matters?
Steps: Click on the “Clients” tab on your dashboard. Select the client whose details you want to view. You’ll see client information, including contact details and case history. Scroll down to view linked matters and recent activity. You can click on ...
How do I close a contact?
Open the Contacts section. Locate the contact you want to archive/deactivate. Click on the Active/Archived section. The contact will move to the Active/Archived list.