Matter365 offers a simple and intuitive way of creating and managing documents across different matters and sharing them between team members. Accessing documents You can access Matter documents in several ways: Different ways of accessing Matter ...
Matter statuses in Matter365 All created matters in Matter365 are by default in Active status. Active matters are accessible from matters page, and they represent open cases that your firm is currently working on. At any point, you can change your ...
June 2020 Update
08.06.2020. Service date on invoice creation While adding invoice items, date is now shown and items are sorted by the date, descending Visible date while adding invoice items Invoice items can be sorted by service date Sorting invoice items by date ...
March 2021 Update
29.3.2021 Creation date column in Document pages We implemented Date created column in Matter365 Document pages: Matter names in Time Tracking and Expenses pages are now clickable links You now have a direct link to your Matters from Time Tracking ...
Matter management is the core of your business. In this article, we will explain how to make the most value of our matter-centric approach to it and how to best utilize Matter365 and Office 365 features. Creating a Matter To create a new matter from ...