Firm settings
Set up how your firm works, from its details, team and roles to practice areas and custom fields.
The settings hubFirm settings in the sidebar opens one page with a card for each area of your firm's setup. You only see the cards your role allows.General settingsFirm settings → General holds your firm's identity and the defaults the rest of Mattersimple uses. You need the Update firm settings permission. Each section saves on its own.Inviting and managing your teamTeam → Members lists everyone in your firm and the invitations waiting to be accepted. You need the Manage team and user groups permission to make changes.Roles and permissionsA role decides what a member can do in your firm. Each member has one role. Manage roles under Firm settings → Roles & permissions; you need the Manage roles permission.User groupsA user group is a named set of members, such as "Litigation team". Use groups to give several people access to a matter at once: on the matter's edit page, set Who can see this matter to Specific user...Practice areas and stagesPractice areas are the areas of law your firm works in, organised into practice groups, such as "Litigation" with areas "Commercial litigation" and "Employment disputes". Each matter has a practice ar...Custom fieldsCustom fields are your own extra fields on matters, contacts, practice groups, practice areas, articles and article categories, such as "Referral source" on matters or "Highlights" on practice groups....CategoriesCategories keep your records consistent. You need the Update firm settings permission.The audit trailThe audit trail is a permanent record of who did what to your firm's matters and contacts, and when. It helps you answer questions from clients, insurers and regulators.Privacy and deleting your firmFirm settings → Privacy covers your clients' data and your firm's own.Data retention and exportFirm settings → Data retention & export sets how long closed files are kept, lists the matters past that time, and exports the whole firm. You need the Update firm settings permission to open it. Expo...Importing your dataFirm settings → Import data brings contacts and matters into Mattersimple from CSV files: a spreadsheet you keep, or an export from another practice management system. You need the Update firm setting...
Still need help?
Send a request to the Mattersimple team and we'll reply by email.