Help center
These guides are for firm owners and staff: the people who run a law firm on Mattersimple. Each article covers one task, with the steps and the rules worth knowing.
New here?
- Create your firm.
- Find your way around.
- Set up your firm settings, team and roles.
- Add contacts and open your first matter.
Guides
| Getting started | Your firm, signing in, the dashboard, your account and support. |
| Contacts & clients | People and companies, clients and ID verification. |
| Matters | Opening, editing and closing matters, and who can see them. |
| Tasks & calendar | Tasks, events, deadlines and reminders. |
| Notes, communications & documents | Everything you record and file on a matter or contact. |
| Time & expenses | Logging billable work and costs. |
| Invoices & payments | Invoicing, approval, payments, refunds and online payments. |
| Conflict checks | Searching for conflicts and keeping a report. |
| Client portal | Giving clients secure access to their matters. |
| Website | Pages, themes, menus, practice areas, team, blog and going live. |
| Firm settings | How your firm is set up. |
| Subscription | Your trial, plan, seats and billing. |
Permissions in these guides
What you can do depends on your role. Articles name the permission a task needs, such as Manage invoices. The firm owner can always do everything.
Building your own website theme? See the theme developer docs.
Getting startedCreate your firm, sign in safely, find your way around and get help.Contacts & clientsYour firm's address book of people and companies, and the clients among them.MattersOpen, manage and close matters, and control who can see them.Tasks & calendarTasks, deadlines, hearings, meetings and the reminders that go with them.Notes, communications & documentsKeep notes, log emails and calls, and file documents on matters and contacts.Time & expensesLog time, expenses and flat fees on matters, ready to bill.Invoices & paymentsBill clients, get invoices approved and sent, and record what you're paid.Conflict checksSearch everything your firm holds for conflicts of interest, and keep a report.Client portalGive clients a secure place on your website to follow their matters, pay and share documents.WebsiteYour firm's public website, with its pages, themes, menus, practice areas, team, blog and going live.Firm settingsSet up how your firm works, from its details, team and roles to practice areas and custom fields.SubscriptionYour Mattersimple trial, plan, seats and billing.
Still need help?
Send a request to the Mattersimple team and we'll reply by email.