Where can I update the stages of the matter I'm working on?
1. Click on the Matters tab present on the nap bar.

2. Click on the matter you want to update the stage of.

3. Click on the pencil icon present in the top right corner.

4. An Update Matter form will open, select the Matter Stage from the drop-down for the matter that you want 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 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 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 update or replace a document with another in Matter?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to update or replace the document. 3. Click on the Documents tab appearing on the panel and then click on the file or document that you want replace. 4. Then in ...