How do I cancel my Matter365 subscription?
To cancel your Matter365 subscription go to Settings > Billing portal:
Once in the Billing portal click on your Matter365 plan name and then click on Cancel Subscription:
Migrating your trial subscription to a paid plan
If you received an email about your free trial expiring soon, here's how you can migrate your subscription to a paid monthly/yearly plan. To get to the billing portal, in the main Matter365 dashboard, select Switch to a paid plan. Matter365 dashboard ...
How do I edit a Matter?
To edit a Matter, click Settings -> Edit. That will take you to the Matter settings page. On the Matter settings page, Matter owners can change Matter general info like description, status, type, source, etc. They can manage external Contacts ...
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, ...
How do I delete a Matter?
To delete a Matter, you must “close” the Matter first. On the Matter Dashboard, go to the matter click Settings and then “Close”. When you close the Matter, you will be automatically redirected to the Closed matters page. You can delete the ...
How do I rename a Matter?
The Matter Name is NOT editable. The Matter Name is used to create folders and pages in various Office365 Applications, so once the Matter has been created, the name cannot be changed. If it is a new Matter and you haven’t done a lot to it (in ...