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Manage Users on a Matter
Manage Users You can choose to add a user to all matters. This option is available only for the tenant admin. You will find this option under Settings > Manage users: Select the User, the role they will have (Owner or Member), and to which matters ...
Confido Legal integration
Setting up a new Confido Legal account You can sign up for Confido Legal on this link. When you first log in, you will be placed in Settings - Payment Methods. Select the payment methods you would like to accept and click Continue. Complete the ...
Matter Statuses
Matter statuses in Matter365 All created matters in Matter365 are by default in Active status. Active matters are accessible from matters page, and they represent open cases that your firm is currently working on. At any point, you can change your ...
Invoicing
If your company is using QuickBooks Online for accounting, you can create and manage invoices from Matter365. To open the invoicing page, select Accounting in the main menu on the left-hand side, and then click on go to Invoices link. Matter365 ...
Account statements
Matter365 offers creating account statements for any of your clients in a selected timeframe. Every account statement you generate will include: Date of account statement generation at top of the document, Your company information in left side of ...
Expense tracking
Not all of the billable activities can be tracked by docketing time. Sometimes lawyers encounter expenses they need to cover in favor of the client, and they need to efficiently keep track of them. Creating a new expense There are several ways of ...
Contacts
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 ...
Reporting
To open the reporting page, select Reports from the left-hand side menu. Reports page in Matter365 Work in progress report This report will show all time activities and expenses that are tracked but aren’t on any QuickBooks invoice yet. Amounts from ...
Trust Accounting
Trust accounting can sometimes be difficult to set up, so our intention here was to simplify it as much as possible. If you are using QuickBooks as your accounting system, we hope that this feature will bring you value and make trust accounting ...
Conflict Check
Checking a potential new client for a conflict of interest is an important task all lawyers need to do. In order to give you the most reliable insights about this, our conflict check feature is searching through multiple parts of Matter365, as well ...
Time Tracking
In order to bill for their activities, lawyers must track their time and be able to connect it to Matters they worked on. The time that isn’t being tracked will result in missed billings, and that’s never a good thing. For that reason, the time ...
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 ...
Outlook Add-in
A significant portion of a lawyer’s time will be spent on email correspondence. In order to make tracking of that time more efficient, and to help manage attachments from emails and existing Matter files, we created the Matter365 add-in for Outlook. ...
Dashboard
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 ...
Task management
For efficient task management, Matter365 utilizes Office 365 Planner app. On Matter creation, there will be a separate Plan created for that Matter, and all of the people working on it will be automatically added to it. For more info on what is ...
Document Management
Matter365 offers a simple and intuitive way of creating and managing documents across different matters and sharing them between team members. Accessing documents You can access Matter documents in several ways: Different ways of accessing Matter ...
Matter Management
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 ...