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  1. mattero Knowledge Base
  2. Getting Started
  3. Initial Setup

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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

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