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Confido Legal and QuickBooks Integration
Confido Legal and QuickBooks Integration You can integrate your Confido Legal and QuickBooks and use that integration in Matter365. This article covers the Confido Legal QuickBooks integration, including how to set up the integration, accept payments ...
Migrating Documents
Migrate your Documents to OneDrive The steps to migrate your document to OneDrive will depend on how you are storing your documents now. If you have a shared drive where all Matter data is stored, the process will be rather straightforward, and the ...
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 ...
Resolving the sign up issues
In this article, we will address a few most common issues that might occur during the sign up. The requirements for signing up to use our service are: Having a valid Microsoft 365 license (Microsoft 365 Business Standard - formerly known as Office ...
Migrating Matters
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 ...
Migrating Contacts
There are two ways of migrating your existing contacts over to Matter365. You can migrate them from your personal Office 365 address book, or by importing a file in .xls or .csv format. Importing contacts from Office 365 address book Import contacts ...
Migrating your law practice from a legacy platform
The process of migrating over to Matter365 from a legacy system is fairly simple and here are the suggested steps of doing it: Export contacts and matters information from a legacy system – our recommendation is to migrate all of the contacts you ...
Quick Start Guide
Matter365 is designed to make your workday easier. Our goal is to enable you to spend less time on administrative tasks and more on billable activity or other priorities. The Matter365 platform is built on Microsoft 365 (formerly Office 365) and ...
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 ...