Initial Setup
Before mattero can be used in your organisation, you must configure a variety of features and functions to meet your organisation's needs. This section guides you through the relevant processes for configuring mattero to your requirements.
- mattero Initial Setup
- Configure and Edit Company Details
- Configure and Edit Practice Areas and Stages
- Create and Edit Cost Codes
- Configure Time Units
- Create and Edit User Types
- Create and Edit Cost Templates
- Configure and Edit User Charge Rates
- Create and Edit Contact Custom Fields
- Create and Edit Matter Custom Fields
- Calculated Custom Fields (Expressions)
- Create and Edit Document Tags
- Create and Edit Document Brief Templates
- Invite Your Team to mattero
- Submit Requests and Suggest Improvements
- Configure Your Avatar
- Subscription Packages