On Matter creation, you can choose to add information about various contacts that you know will be involved with that Matter.
It’s required to always add a client, but you can also name other people in different roles here.
Matter creation dialog and different contact types that can be used there
By using plus button, you can add info about more contacts, and by selecting thrash can icon you can delete any of them.
Default list of available values for a Contact type includes:
- Opposing attorney
You can also add your own Contact types, or edit/delete any of the items from the list above. To do so, go to Matter365 application settings and select Contact types.
Matter365 application settings
On this page, you can add new Contact types (Add new Contact Type button), edit (pencil button) or delete (trashcan button) existing ones.
Contact Types page
How do I add clients and related Contact to Matters?
To add clients or related Contacts to Matters, when on the Matter’s Dashboard, click on Settings -> Edit Once you are on the Settings page click “Edit” in the Contacts section. Edit Matter Contacts window will pop up. Click on the “Add ...
On Matter creation, one of the requirements is to select an appropriate Matter type. By doing so, you will later be able to filter all of your Matters by type, and run reports for different types of Matters. Default list of available values for a ...
To open the Contacts page, select Contacts in the left-hand side main menu. On this page, you will be able to see the list of the existing Contacts, and for every Contact there is a display name, company name, primary email and phone number, etc. You ...
Dashboard is a home page for Matter365 users. Matter365 Dashboard Matter365 logo in top left corner is a shortcut that will bring you back to Dashboard, regardless of the page of the application you are currently at. On left hand side there is a menu ...
Build your own client intake webform with Microsoft
Tools used: Microsoft Forms, Microsoft Power Automate Goal: Automate client intake, so whenever a web form is submitted, a contact is created in Outlook. Additionally, you can import Outlook contact to Matter365. Time to implement: 10 minutes