Office Add-In for Legal Case Management Software | Matter365

Office Add-in

To help lawyers track their time and browse existing Matters and documents, we created an add-in for Microsoft Office Word, Excel and Power Point.
To read more on add-in installation, click here.

Using the add-in on in Office applications

Add-in is available in both online and desktop versions of these Microsoft’s products.
To enable the add-in in online versions choose Insert menu item, and click on Office Add-ins. A dialog will appear, and under Admin managed tab, you’ll find Matter365 add-in. Select it, and click add down at the bottom.
Opening the add-in in Word Online

The process of enabling the add-in in desktop versions of Microsoft’s products is similar. Choose Insert meny item, and under My Add-ins choose See All… menu item. It will open a dialog like the one on the image above, and under Admin managed add-ins, you’ll find Matter365 add-in. Select it and click Add to confirm.
Enabling add-in in desktop version of Word
There are 2 tabs in Matter365 Office add-in: Stopwatch and Matters.

Stopwatch add-in tab

Stopwatch tab shows the timer and time tracking items you already have recorded in Matter365. Main timer play icon will start a timer for a new activity. X icon in main timer will cancel current time tracking shown on it.
You can also re-start timer on the existing activities by clicking play button next to their time. Activities with this option disabled are already invoiced, so they cannot be edited.
Stopwatch add-in tab
After you pause the timer for tracking a new activity, a dialog will appear and you can connect it to a Matter you worked on.
Stopping the timer and connecting tracked activity to a Matter
After saving them, time trackings added through add-in can be found in Matter365 web application as well as in the add-in itself. Next to time tracking items in the add-in, there are icons to edit time tracking details (pencil) or delete time trackings (thrash can). Records with these options disabled indicate activities that are already invoiced for, hence they cannot be changed.
Options to edit or delete time tracking record

Matters add-in tab

Matters tab shows all of the Matters existing in Matter365, with option to search or sort them by ID (showing either newest ones, or oldest ones first).
Matters add-in tab
You can also browse through Matters and see the documents in any of them.

    • Related Articles

    • How to install the Outlook add-in?

      If you are an Office365 Administrator and you want to deploy the Matter365 add-in for all users check out this article: Add-in installation guide If your Office365 Administrator already deployed the Outlook add-in you can add it to your Outlook by ...
    • 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 ...
    • How to use the Outlook add-in?

      In the desktop version of Outlook, the add-in can be accessed through the Quick Access Toolbar. For the add-in to show up you must select an email:     In Outlook online, you can access the add-in while reading any of your emails, or while drafting a ...
    • How do I add an event to a Matter’s Calendar?

      Each Matter has its own email address.  You can view the email address in the Matter’s Dashboard in the “Matter Details” Tile.  Clicking on the email will copy it to your clipboard.    When you want to add an event to a Matter’s Calendar, you create ...
    • Add-in Installation Guide

      Add-in Installation Guide Matter365 transforms Office 365 into a matter-centric practice management service. To do this we have a couple of add-ins that need to be set up. One is to enable you to use our service in Outlook. The other will be ...