Matters
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.
How can I delete phone logs for 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 the Phone Logs under communication and click on the delete icon of the phone log you wish to delete. 4. Click on Confirm ...
How can I add the phone log under matter?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the phone log. 3: Click on the "+New Message Log" button under the Communications tab. 4: A new window will open, select Phone Logs enter the details, ...
How to edit the name of the 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.
How can I delete an email log for a matter 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 email log. 3. Click on the Email Log tab under Communications and click on the delete icon of the email log you wish to delete. 4. Click on the ...
How can I edit email logs under the matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to edit the email log for. 3: Click on the Email Logs under Communications and click on the pencil icon. 4: Make necessary changes and click on Save.
How can I delete an email log for a matter?
1. Click on the Matters tab present on the nap bar. 2. Select the Matters for which you want to delete an email log. 3. Click on the Communications tab and then click on the Delete button under the email log. 4. Click on Confirm.
How can I edit email logs for a matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the matter you want to edit the email log for. 3. Click on the Email Log tab, and click on the Edit icon under Communications. 4. Make necessary changes and click on Save.
How can I add the email log for a matter?
1. Click on the Matters tab present on the nap bar. 2. Click on the Matter you want to add to the email log under contact. 3. Click on the + New Message Log button under the communication tab. 4. A new window will open, select the Email tab, enter ...
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 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 search my existing legal research?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to search the legal research. 3. Click on the Legal Research tab, and click on a search box, and enter the name of the legal research that you want to search.
How can I attach my previous legal research to this case?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the legal research. 3. Go to the Legal Research tab and click on the Attach Legal Research button. 4. Select the legal research from the case and click ...
How to mark legal research as favorable or unfavorable?
1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to mark legal research fact/evidence as favorable or unfavorable. 3. Go to the Legal Research tab and click on the Attach Legal Research button. 4. Click on ...
How can I attach legal research to a matter?
Steps for attaching legal research to a matter in MatterSuite legal software: Click on Matter > Case > Legal Research > Add Legal Research. 1. Click on the Matters tab present on the nap bar. 2. Select the matter for which you want to add the legal ...
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.
How do I edit details in Matter?
Following are the steps for editing details in Matter in MatterSuite's Matter Management feature: 1. Click on the Matters tab present on the nap bar. 2. Select the matter which you want to edit. 3. Click in the edit option at the right-hand corner of ...
How To Create a Matter?
1. Click on the Matters tab present on the nap bar. 2: Click on the ‘+ New Matter’ button to add a new matter. 3: Fill in the details such as matter title, Location, Description, clients, etc, and click on save.
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