Matters
How to Add a New Comment in an Existing Matter?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters tab. 3. Click on the “+” icon on the right side of the matter in which you want to add a comment or update. 4. The Add New Comment form will open. Add your comment and click Save. Refer to ...
How Can I View History in an Active Matter?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters tab. 3. Select the Active Matters tab. 4. Click on the three dots on the right side of the matter whose history you want to view. 5. Click View History to see all activities and updates ...
How to add a new cause of action in Matter?
1. Go to the Matters tab. 2. Select the Matter where you want to add the motion. 3. Under the Matter click on the LawSuite tab and, then click on the COA (Cause of Action) tab. 4. Choose your complaint title, fill in the details, and click Save. ...
How to Export Matters to Excel or CSV in MatterSuite?
1. Go to your MatterSuite Dashboard. 2. Click on the Matters section. 3. Click the Export Matters icon located in the top-right corner. 4. Your data will be automatically downloaded as an Excel or CSV file. Refer to the image below
How to add new matter in MatterSuite?
1. Go to your MatterSuite Dashboard. 2. Navigate to the Matters section. 3. Click on the Add New Matter button. 4. Enter all the required details such as client name, description, and case type. 5. Click Save to successfully create your new matter. ...