On Matter creation, one of the requirements is to select a Matter source. Source represents a channel through which your clients found you and decided to hire you. This information might come useful while choosing the right marketing channels to invest money in, or while running reports inside Matter365 to get better insights about your business.
Default list of available values for a Matter source includes:
- Referral: Client
- Referral: Attorney
- Referral: Friend/Family
- Unassigned (default)
- Walk in
You can also add your own Matter sources, or edit/delete any of the items from the list above. To do so, go to Matter365 application settings and select Matter sources.
Matter365 application settings
On this page, you can add new Matter types (Add new button), edit (pencil button) or delete (trashcan button) existing ones.
Matter sources page
Please note that you won’t be able to delete a Matter source that is being used on any of the existing Matters.
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 ...
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 ...