Once a user has configured mattero to be specific to your firm or organisation, you might interact with mattero differently, depending on your role.

Lawyers

As a lawyer, most of mattero is relevant to you. While you are dealing with matters and managing your time, depending on your firm or organisation's setup, you might be working with administrative support who can take care of things for you.

• Once mattero is configured, the Getting Started Guide will outline the basic features of mattero.
• This includes the Matters section, Contacts, Documents, Document Automation, Time and Expense, and Invoices.
• The Getting Started section and the Integrating mattero with Email sections will help you through the process to integrate Outlook with mattero, helping you track and client correspondence.
• For any new users that you want to add to Mattero, the User Administration section will be helpful.

Barristers

As a barrister, some parts of Mattero are more relevant to you than others. For example, while you will be using the matter and invoicing functionality often, trust and user administration may not be used.

• See the Getting Started Guide for an outline of the basic features of mattero.
• The Matters, Contacts, Documents and Document Automation, and Time and Expense and Invoicing sections will help with your day-to-day tasks.
• The Getting Started section and the Using mattero with Outlook Email sections will help you through the process to integrate Outlook with mattero, helping you track and client correspondence.

Administrative Support

Support staff range from paralegals and legal assistants to bookkeepers.

• While the Getting Started Guide will be helpful for learning the basics of mattero, the most helpful sections for you will be Invoicing and Xero Integration.