Step-by-step guides

Choose the part of Matter you are using. Each guide includes clear steps and annotated screenshots.

Document requests

• Schedule document reminders

  Set up automatic reminder emails for a document group in Matter.

Client portal

• Give a client access to a document group

  Let a client open a case and its document groups in Client Portal.

• Add or change a client email address

  Add or change the email address saved on a client contact in Matter.

Email setup

• Connect a mailbox for outgoing email

  Connect a Gmail or Outlook mailbox that Matter can use to send email.