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General

Matters

  • Matters
  • Matter Dashboard
  • Create a Matter
  • Create Notes and Time Records
  • Fixed Fee Matters
  • Matter Details
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Contacts

  • Contacts
  • Contact Related Matters and Conflict Checks
  • Notes and Documents for a Contact
  • Delete Contacts
  • Create a Task for a Contact

Documents

  • Favourite Documents in a Matter
  • Add Documents
  • Create Documents from a Template
  • Create Document Templates for Selected Contacts
  • Upload Documents
  • Preview Documents
See all 22 articles

Document Automation

  • Upload Files as Document Templates
  • Upload Header/Footer Templates
  • Edit Document Templates
  • Testing Document Templates
  • Document Automation FAQs

Time and Expense

  • Create Time Records
  • Time Records Report
  • Create Expenses
  • Costs - Time & Expense Records
  • Configuring Taxes (GST)

Trust Accounting

  • Trust Accounting
  • Create a Trust Account and Configure Trust Account Settings
  • Create an Opening Balance for a Trust Account
  • Creating and Maintaining a Trust Record
  • Create a Trust Receipt
  • Create a Trust Payment
See all 16 articles

User Administration

  • Sign-In Issue Troubleshooting
  • Activate Microsoft or Google Authentication
  • User Types
  • Define User Charge Rates
  • Create User Accounts
  • Invite Users to mattero
See all 12 articles

Features

  • Speech to Text Recording
  • Timers
  • Reports
  • Invoice History Report
  • Sample Document Templates

FAQ

  • What version number is mattero on?
  • Technical, Infrastructure, and Security
  • How is mattero data secured and backed up?
  • Issues with Pop-Up Blockers

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