The Matters page, accessed from the left navigation menu, shows a list of matters.

• The My Matters page shows by default, and lists matters of which you are the assigned lawyer.
• The My Recent Matters page lists matters that you have recently worked on, i.e., matters that you have logged time against.
• The All Matters page lists all of the matters in your company.

Using the Bulk Actions menu, you can select multiple matters and export the details to a CSV file using the Export All option. You can also assign one or multiple selected matters to a Mattero user with the Assign to Lawyer option. This is helpful for when a lawyer leaves the firm or if they go on holiday and you have to assign their matters to a different Mattero user.

Topics in this section

• Matter Dashboard
• Create a Matter
• Create Notes and Time Records
• Matter Details
• Matter Contacts
• Matter Documents
• Creating a Task for a Matter
• Matter Costs
• Matter invoices
• Close a Matter
• Delete Matters