Setup
Most Matter setup happens in the agent portal. The goal is to make the workspace ready before clients are invited into cases.
Team
Add staff who need access to the agent portal. Use roles deliberately:
- Admin users can configure workspace-level settings.
- Agent users can work on cases and documents.
- Read-only users can view work without changing it.
Keep team membership current. Access problems are easier to prevent than to clean up later.
Portal settings
Portal settings control the client-facing name and branding. Review this before sending client invitations.
Check the portal name, logo, wordmark, and colours. Clients should feel they are in the practice’s portal, not a generic upload site.
Outgoing email
Outgoing email controls the mailbox and templates used when staff send client updates from Matter.
Set this up before the team relies on Matter for client communication. If email is not ready, staff may fall back to inboxes, which breaks the case history.
Document storage
Document storage controls where Matter sends uploaded or generated files outside the application.
Connect the destination the practice actually uses. Then test with a small case before relying on it for live work.
Notifications
My Notifications controls the current user’s notification preferences. Use it to reduce noise without missing case work that needs attention.
Workspace-level notification behaviour should be reviewed separately when the team changes how cases are triaged.
Data collection
Data collection controls reusable data collection packs and request templates.
Review data collection packs and request templates before opening a new category of work.
Advanced setup
Advanced setup contains lower-level configuration such as case types, workflows, form definitions, field definitions, and value categories.
Most users should not need these pages often. Change them only when the team understands the effect on forms and live case data.
Setup checklist
Before the first live client case:
- Team members have the right access.
- Portal branding is correct.
- Outgoing email is ready or the team has chosen not to use it yet.
- Document storage is connected if required.
- Case templates and data collection assets match the team’s starting workflow.
- A test case has been created and checked from both the agent and client portal.