Matters

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

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Contacts

• Contacts
• Contact Related Matters
• Notes and Documents for a Contact
• Delete Contacts
• Creating 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

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Document Automation

• Upload Files as Document Templates
• Edit Document Templates
• Testing Document Templates

Time and Expense

• Create Time Records
• Time Records Report
• Create Expense
• 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
• Creating a Trust Receipt
• Create a Trust Payment

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User Administration

• Activate Microsoft or Google Authentication
• User Types
• Define User Charge Rates
• Create User Accounts
• Invite Users to mattero
• Disable User Accounts

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Features

• Timers
• Reports
• Invoice History Report
• Sample Document Templates

FAQ

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