Matters.Cloud Getting Started Guide

Matters.Cloud: Getting Started Guide

Introduction

Welcome to the Matters.Cloud Getting Started Guide. 

This guide is designed to help new users of Matters.Cloud to configure their account in order to benefit from the solution quickly. We suggest having your Matters.Cloud account open so that you can configure your settings and add new data while you work through the guide. 

Create Your First Client

We suggest beginning by creating your first client. As you enter their information, you'll notice that the default Party Type is set to "Organization." This setting is ideal for businesses that primarily serve other organizations. However, if your clients are mainly individuals, you can adjust the default setting by navigating to Setup > Settings.

Note: It might be a good idea to also set the following values whilst you are there:

- Default country
- Default currency

Once you have created the client you can access it via the following locations:

- Clients > All clients
- Clients > My clients

It might be worth also adding an address for the client at this time, you can do this via the 'Address' tab on the client record.

Create Your First Matter

After you've created a client, we suggest adding your first matter. When doing so, you'll see that the default matter type is set to "General." Matter types are useful for setting up predefined templates and defaults during the matter creation process. As you become more familiar with the system, you may want to create custom matter types that align with your specific areas of legal practice. You can do this by navigating to Setup > Matters > Matter Types.

Once your Matter has been created successfully, you can access it via the Matters > All matters menu item. To make it easier to find in future I recommend clicking on the  'Add to favorites' button. This will allow you to access it directly from the Dashboard.


Create Your First Time Entry

Before entering your first Time Entry we recommend creating a new default rate for your user record. You can do this via the Setup > Time > Rates menu. Further information on rates is available via this link.

Once you have setup your default rate you can now start to record time on your Matter. You can do this via clicking on Time > Time entry, or by clicking on the Time Entry button on the Matter Profile card.


Note: We also allow you to enter matter related expenses and the process is very similar, so I recommend you also try out the Expense button just to the right of that shown in the image above.

Explore Your First Matter

As you enter more transactions you will see that the Balances section on the Summary tab will update automatically.


I recommend also trying out the following at this stage:

- Add a new Matter Contact via the Contacts tab. Matter Contacts allow you to keep track of other contacts / organizations who are involved in the matter. Note you may need to configure some relationship types eg 'Other side solicitor' via Setup > Matters > Relationship types.

- Try adding a new specific rate for the Matter via the Rates tab. Then record another time entry and see how it applies the appropriate rate.

- If you need to track Trust / Client Account balances you can do this via the Trust tab. (note in UK english this displays as Client Account as per the diagram above). This will also update the corresponding balance on the Summary tab. You will need to configure a bank account via Setup > Trust > Bank accounts to use this feature.

- Try adding a reminder Task (eg a Court Date or a Reminder to Call via the Tasks tab. 

Create Your First Invoice

To get started with invoicing you first need to configure a Bank Account via Setup > Invoices > Bank accounts, this will be used on the invoice as part of the remittance details.

You will then be in a position to start raising your first invoice, This can be access via the button on the Matter profile card:

This will open the New Invoice form:

Note that the Fees and Expenses amounts will be automatically populated, I recommend clicking on Print Details and then clicking Submit and Open.

You will then see the Visual invoice editor screen:

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We also recommend also trying out the following at this stage:

- Edit an existing line item by changing the value
- Add a new line item (eg A fixed fee) by clicking the New invoice item button
- Output the invoice to PDF by clicking the PDF icon on the Invoice profile card

Setup Your Document Repository

We support using either OneDrive, NetDocuments, DocMoto, Dropbox or Google Drive for storing your Matter related documents. Essentially Matters.Cloud will automatically create a folder for each new Matter or Opportunity created on your nominated account. You can then use native applications such as Microsoft Word or Google Workspace to create and save documents.

The following links provide a guide to setting up the integrations:
  1. Dropbox
  2. Google Drive
  3. OneDrive

Setup Your Accounting Integration

Matters.Cloud can either run standalone or in conjunction with your choice of cloud based accounting platform.

The following links provide a guide to setting up the integrations:
  1. FreeAgent
  2. Sage Business Cloud Accounting
  3. Xero

Summary

The above guide will have shown you the basics of how to create clients, create matters, record time and expenses, store documents, create tasks, raise an invoice and setup integrations.

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