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

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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

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User Administration

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

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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