Matter

Matter gives your practice one place to manage live cases, request documents, review uploads, keep notes, and give customers a portal for their side of the work.

Matter has two portals:

• Agent portal: the internal workspace for staff.
• Customer portal: the external workspace where customers see cases, requests, and files they can access.

What to read first

• Getting started Set up a Matter workspace and open the first case.

• Video walkthroughs Watch common Matter workflows end to end.

• Core concepts Understand cases, subjects, access, requests, files, notes, templates, 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.

• Customer portal Understand what customers see and what they can do.

Admin and setup

• Templates Case templates and request library setup for repeat work.

• Setup Configure branding, team access, email, document storage, notifications, and advanced setup.

• Troubleshooting Resolve common access, upload, request, and setup issues.