FAQ

Overview

Common questions about using Matterly day to day. For deeper troubleshooting, see Troubleshooting.

Questions

Where is the documentation portal?

Open /documentation. It always opens the current version (/documentation/1.2.0), and older links such as /documentation/1.0/... redirect there.

Super Admin vs Firm Admin?

Super Admin runs the platform. Firm Admin runs one practice’s /admin panel.

Why is a menu missing?

Staff permissions hide menus. Edit the user under Staff.

Where are platform Users & Roles?

There is no Super Admin Users menu. Create Super Admin at install; create firm managers when adding firms; manage staff under Firm Admin → Staff.

Emails not scheduled?

Configure and test SMTP. Confirm client email. Ensure the action that sends mail ran (e.g. invoice Send).

Is there an email when a matter becomes active?

No. The client gets a confirmation when the matter opens, and a thank-you can send on close.

Where do I see what a client changed on a Smart Form?

Open Smart Forms → Submissions, pick the response and choose Changes (or click Revised 1×). Each round shows your request and every answer that changed, before and after. See Smart Forms.

Does the client get a copy of what they signed?

Yes. After each submission and resubmission the client receives a receipt email with the completed document as a PDF, as long as the form captured a valid email address.

"Try a live Smart Form" isn't on the homepage.

A Super Admin needs to choose a showcase form under Landing page → Hero, and that form must be published, PIN-free and not expired.

What does the AI badge number mean?

Remaining AI credits for that firm.

Why isn't my firm website in Google yet?

Add your domain in Google Search Console and submit https://your-domain/sitemap.xml. Firms on their own domain submit https://their-domain/sitemap.xml. New sites usually appear within a few days to a few weeks. See SEO & Search Visibility.

How do other languages appear in search?

Each language enabled under Languages & Currency gets its own address (?hl=fr), listed in the sitemap and on every page. Translate the page content and SEO fields for that language before enabling it.

Does Matterly work on phones and tablets?

Yes. Every admin screen, firm website, booking step and Smart Form works from 375px wide upwards.

Best Practices

Keep this FAQ bookmarked for new staff onboarding.