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 Contacts”.
Populate both the Contacts and the Contact Type fields (You can customize the list of Contact Types, see more here: Contact Types).
Note that you must choose an existing Contact from the drop-down menu, you cannot add a new Contact from this screen ( see how to add a new Contact here: Contacts ).
When you populated the Contact and Contact type field click “Save”.
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 ...
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 ...
How do I create a new Matter?
You can create a new Matter from any page of Matter365 application by using the shortcut from the application header (“+” in the upper right-hand corner). Additionally, on Matters page, you can click “Create new Matter” button. In both cases, ...
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 ...
Matters can be imported to Matter365 by filling in the sample Excel file with Matter information. Some of the details that will be required for creating new Matters are client name, Matter type and Matter source. Make sure to already have that data ...