Overview URL https://(subdomain).matters.cloud/api/v1/contacts Methods Supported GET, PUT, POST, DELETE Description Allows you to create individual contacts Allows you to retrieve a list of contacts Allows you to update details on a contact Allows ...
How To Manage Outside Counsel Guidelines
Overview Outside Counsel Guidelines (OCG) have become a standard part of the relationship between law firms and their clients. Typically this involves in-house counsel setting out the policies and procedures governing the relationship, including ...
Messaging: Getting Started
Overview Messaging by Matters.Cloud allows you to send SMS messages directly from within the Matters.Cloud application to over 150 countries. Setting Up Messaging by Matters.Cloud The integrations portal allows you to configure integrations with ...
Google Drive: What Storage Limits Apply?
Overview When integrating Matters.Cloud with Google Drive, the integration uses a primary user account to store all data for all users. The integration will automatically create a folder called 'Matters.Cloud' within the nominated account used when ...
Trust/Client Account Management Overview
Overview Law firms are required to operate under guidance from a local authority/bar association in most jurisdictions. As a general principle this requires that law firms deposit funds into a specific account that is separate from a lawyers own ...