Matter
Matter gives your practice one place to manage live cases, request documents, review uploads, keep notes, and give clients a portal for their side of the work.
Use official forms, questionnaires, and saved record details to prepare supported forms from reviewed information.
For the complete workflow, follow From client details to an official form.
Matter has two portals:
- Agent portal: the internal workspace for staff.
- Client portal: the external workspace where clients see cases, requests, and files they can access.
What to read first
Getting started Set up a Matter workspace and open the first case.
Core concepts Understand cases, subjects, access, requests, files, notes, data collection, and setup resources.
Cases Create cases, manage case details, and understand how the case page is organised.
Document requests Ask for documents, review uploads, and move requests through their status flow.
Client portal Understand what clients see and what they can do.
Admin and setup
Data collection Document packs and request templates for repeat work.
Setup Configure branding, team access, email, document storage, notifications, and advanced setup.
Troubleshooting Resolve common access, upload, request, and setup issues.
Guide library
Use the guide library when you need help with a specific task. Each guide gives clear steps with annotated screenshots.