Matters
How can I add the discovery to my matter?
1. Click on the Matters tab present on the nap bar. 2. Select on the matter for which you want to add legal discovery. 3. Go to Discovery and click on the "+ New Discovery" button in the top-right corner. 4. Add the details and click on the Save ...
How to I make a copy of a document?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to make a copy of a document. 3. Click on the Documents tab and, then click on three dots present in front of the document name in the right side. 4. Click on ...
How to create a custom document folder? - MatterSuite
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to create a document folder. 3. Go to the Documents tab, and then click on "+Create Folder" present on the right-hand side. 4. Add a Folder Name and select a ...
How can I edit the document title?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to edit the document title. 3. Go to Documents tab and then click on the pencil icon of the document you wish to edit. Update the name and then click on the Save ...
How can we edit the column?
1. Click on the Matters tab present on the nap bar. 2. Click on the edit option present on the right hand side. 3. Select the columns you wish to see and deselect the ones you do not want to see on the list.
How can I download a particular file?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to download a particular file. 3. Click on the three dots on the list of the files that you want to download, under the Documents tab. 4. Click on “Download”.
How can we search/filter for a particular document under matter?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to search/filter for a particular document. 3. To search for a document click on the "Type to search" box that you want to search under the Documents tab.
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 ...
How to attach a new document to a matter?
1. Click on the Matters tab present on the nap bar. 2. Select a matter in which you want to add a new document. 3. Click on the Documents tab appearing on the panel and click on the ‘+ Upload Files’ button to attach new documents. 4. Select the file ...
How can I add or update the brief details about the opposing party's motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter that contains the motion for which you want to add or edit the opposing party's motion brief. 3. Click on the Motions tab, then click on the + New Motion button. 4. A New ...
Where can I add or update details in brief about the motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter that contains the motion whose brief you want to add or update. 3. Click on the Motions tab, then click on the motion whose briefs you want to add or update. 4. A box will ...
Can I get an option to mention a responsible attorney for the particular motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter in which you want to mention a responsible attorney for the particular motion. 3. Go to the Motions tab and click on the pencil icon present on the right side next to the ...
How can I delete the motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter containing the motion you want to delete. 3. Click on the Motions tab and click on the delete icon present on the right side of the motion that you want to delete. 4. Click on ...
How can I edit the existing motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to edit the motion for. 3. Click on the pencil icon present on the right-hand side of the motion, under the Motions tab. 4. Update the details and click on the Save ...
How can I add documents related to the particular motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter in which you want to add documents in a Motion. 3. Click on the Motions tab. A) Adding a document while adding a new motion: Click on the + New Motion button upload the ...
How can I create a calendar entry for a motion?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter for which you want to create calendar entry. 3. Click on the Motions tab and click on +New Motion button. 4. Scroll down and select the option Create Task For Brief Due Date?, ...
How to add a motion in Matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add a legal motion. 3. Click on Motions tab, then click on the "+New Motion" button to add a motion. 4. Fill in the required details and click on the Save ...
How can I search/filter for a particular task under Matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter in which you want to search/filter for a particular task. 3. For searching a task: Click on a Type to search textbox for searching a task. For filtering a task: Click on a ...
How to mark a task as completed under matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter for which you want to mark a task as compeleted. 3. Click on the check icon present in front of the task, that you want to mark it as compeleted, under Tasks tab. 4. Click on ...
How can I delete a task under a matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter for which you want to delete task. 3. Click on the 3 dots present in front of the task that you wish to delete under the Task tab. Then click on the Delete Task button. 4. ...
How can I edit a task under matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit task for. 3. Click on the edit icon, under the Tasks tab 4. Make the necessary changes or edits and then click on the Save button.
How can I add task under a matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add task for. 3. Under the matter tab, select the task and click on the "+ New Task" button. 4. Add the details and click on the Save button.
How I can search/filter for a particular calendar event in matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter in which you want to search/filter for a particular calendar event. 3. Select Calendar tab under Matter. 4. Click on a Type to search textbox and you can filter or search ...
How can I delete the wrong calendar event entry?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit a calendar event. 3. Go to Calendar tab, then click on the delete button of the calendar event entry you want to delete. 4. Click on Confirm button.
How to edit or update my calendar event?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit a calendar event. 3. Click on the Calendar tab appearing on the screen. Then click on the edit icon present on the right side of the calender event ...
How can I add a hearing calendar under matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add a hearing calendar. 3. Click on the Calendar tab appearing on the screen and then click on the "New Event" button. 4. Add your details, and mark (tick) ...
How can I add a calendar event under matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add a calendar event. 3. Click on the Calendar tab appearing on the screen and click on the New Event button. 4. A “Add Event” form will open, add the ...
How can I delete contact in matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to manage related contacts. 3. Select the Details tab, and click on the edit button. 4. Under the Contacts field, click on the delete icon on your contact and ...
How do I manage related contacts of a matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to manage related contacts. 3. Select the Details tab, and click on the edit button. 4. Under the Related Contacts field, click on the Manage Contacts option. ...
How do I link contact to matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to link the contact. 3. Under the Details, tab click on the Manage Contacts option. 4. Add or link the clients from the drop-down list and click on the Save ...
How can I view the matter’s history?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter for which you want to view the history. 3. Click on the Eye icon present on the upper-right corner of the window, to view the history.
How I can delete the client details?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter for which you want to delete the client details. 3. Click on the Detail tab. There will be a delete box icon in the top right corner click on it, then click on the Confirm ...
How I can change the status of the matter from open to close?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter for which you want to change the status from open to close. 3. Click on the pencil icon appearing on the right side of your screen. 4. A Matter Details form will open, Go to ...
How can I edit the wrongly entered responsible attorney?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter for which you want to edit or change the responsible attorney. 3. Click on the pencil icon appearing on the right side of your screen. 4. A Matter Details form will open, Go ...
How can I add my own custom field?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter for which you want to add a custom field. 3. Click on the pencil icon appearing on the right side of your screen. 4. Click on the Custom Fields tab. In the Custom Fields ...
How I can edit the wrongly entered practice area?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to correct the wrongly entered practice area. 3. Click on the pencil icon appearing at the right side of your screen. 4. You'll find the practice area column, where ...
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 ...
How I can change the name of an existing matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to edit the name. 3. Click on the pencil icon present on the right-hand side. 4. Update the matter title/name, then click on the Save button.
Where I can search/filter for my previously created matter?
1. Click on the Matters tab present on the nap bar. 2. You will find a search option "Type to Search" . Search the matter you want to search and then click on enter.
Where can I put details related to the matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to delete the phone log. 3. Click on Details tab and then click on the pencil icon on the right of your screen. 4. Add your details, click on the Save button.
Next page