Matterly

IntroductionWelcome to the Matterly End User Guide. This guide explains how to use Matterly day to day. It does not cover programming. What's new in 1.3.0Version 1.3.0 adds add-on modules: new features you install from the Super Admin area in one click, without touching Matterly's code. The first one, Conflict Check, is free. You can sell add-ons… Signature FeaturesMatterly includes the everyday practice tools: matters, clients, billing, staff, reports and a website. This page covers five features in more detail and where to find each one in the admin. Getting StartedThis page helps you go from a fresh Matterly install to a working firm in under an hour. System RequirementsMatterly needs a modern PHP and MySQL stack. Check these items before running the installer. InstallationThis chapter walks through the web installer at /install. Follow the screens in order. When finished, Matterly creates a lock file so the installer cannot run again. InstallerMatterly ships a production web installer at /install. It runs only while the app is not locked.

Super Admin GuideAfter installation, sign in at /login with your Super Admin account. You land on Platform Overview. DashboardOverview Platform Overview /super/dashboard is the Super Admin home page. It summarises the health of the entire Matterly SaaS. ! Platform Overview https:... FirmsColumns commonly include firm name, admin email, plan, services, status, caseload, and MRR. Plans & PricingOverview Plans & Pricing /super/plans defines the SaaS subscription tiers firms subscribe to. Features Plan cards with firm count and MRR contributio... Support TicketsEdit copy under Super Admin → Email Templates. Platform SettingsOverview Settings /super/settings stores global configuration for the Matterly installation. Tabs | Tab | Purpose | | | | | General | App name, support... License & UpdatesMatterly asks for your Envato purchase code once, the first time the Super Admin opens /super. After that, new versions install with one click from Super Admin → License & Updates (/super/license). Add-on ModulesAdd-on modules add new features to Matterly without changing its code, for example the free Conflict Check. Manage them at Super Admin → Modules (/super/modules). SMTP ConfigurationSMTP powers matter confirmations, cancellations, close thanks, invoices, and firm welcome emails. WhatsAppMatterly can receive and reply to client WhatsApp messages in Firm Admin → Client Inbox when platform and firm settings are configured. SMSSaving the account creates a secret webhook address. Copy both addresses (incoming messages and delivery receipts) into the provider's settings. Generate a new webhook address replaces them; the… PaymentsMatterly supports pay at firm and four online gateways on the client booking flow: Stripe, Razorpay, PayPal and LigdiCash. Each firm connects its own account, so the money goes straight to the firm. AI SettingsAI features (assistant tools, staff agents, knowledge base, chatbot) require an OpenAI-compatible API key and firm AI credits.

Firm Admin GuideFirm Admins (and permitted staff) work at /admin/... after login. DashboardThe Firm Admin Dashboard (/admin/dashboard) shows today’s practice activity. MattersNew matters get a reference like MAT-7K2Q9D. Matter Board & StagesEvery matter sits in a stage, such as Intake, Engaged, In progress or Resolved. Stages are your firm's own workflow: the columns of the matter board, the steps clients see in the portal, and the… Custom FieldsCustom fields hold the case details your firm records on every matter: the court, a case number, the opposing party, a filing deadline. They appear on the matter's Overview tab under Case details,… Smart FormsThe same walkthrough, with pictures, is on the public page /smart-forms ("How it works"). ClientsYou can also create a client on the fly while making a matter. Services & RatesOverview Practice Areas /admin/practice areas defines the areas of law your firm offers and the consultation fee for each. They appear on your firm website... Case Tasks3. Save. The task appears in the pending list. InvoicesMatterly has two invoice concepts: Expenses3. Click Save. The expense appears in the list and the month/year totals update automatically. ReportsOverview Reports /admin/reports summarises practice performance for managers. Features Typical report blocks include: Paid revenue by month Matt... Roles & PermissionsThis chapter covers firm user management. Matterly does not provide a separate Super Admin “Users & Roles” module; firm accounts are managed here. Website BuilderEach page's SEO & AI discovery panel holds the title and description search engines show, with a tab for every language the site offers. Write SEO with AI drafts both from the page content. Email CampaignsOverview Email Campaigns /admin/email campaigns sends marketing emails to client audiences. ! Email Campaigns https://matterly.ishalabs.com/images/documen... Client Texts (SMS)Matterly can text clients: reminders before hearings and consultations, payment reminders, stage automation messages and staff replies from the Client Inbox. Clients' replies come back into the… Firm SettingsEvery tab ends in a save bar that stays at the bottom of the screen. It says No changes yet, Unsaved changes (amber) or All changes saved (green), so you always know whether there is anything left…

Conflict Check (free)Before a firm takes a case on, it must make sure it isn't already acting for, or against, someone involved. Conflict Check searches a name across the firm's clients, their matters and every party… Module DevelopmentA module is a folder with a module.json, a Laravel service provider and, usually, a few React pages. It can add pages to the firm panel and the Super Admin area, public pages per firm, its own…

Matter WorkflowThis chapter explains the client matter lifecycle inside Matterly. Email NotificationsMatterly sends transactional emails when SMTP is configured under Super Admin → Settings → Email and the recipient has a valid email address. Reports & SettingsDepending on your data, expect summaries such as: SEO & Search VisibilityMatterly builds the search-engine and link-preview data for every public page from information you already keep in the app: firm details, website pages, practice areas and languages. There is…

FAQCommon questions about using Matterly day to day. For deeper troubleshooting, see Troubleshooting. TroubleshootingVisit https://your-domain.com/documentation (or http://127.0.0.1:8000/documentation locally). The shorter /docs address redirects there. Use the left sidebar and search box. GlossaryPlain-language definitions of terms you'll see around Matterly. Skim it once, or come back whenever a word is unfamiliar.

How to get help fastWhat to include in a ticket so we can solve it on the first reply.

Activating your licenseEnter your Envato purchase code once, in the admin panel. Moving your license to another domainRelease the old domain from /license, then activate on the new one.

Installing updates with one clickLicense & Updates in the admin panel checks for new versions and installs them for you.

Installing add-on modulesAdd new features from the Modules page in one click. Each product has a free add-on. A module was switched off, or the site broke after installing oneModules that fail are switched off on their own. Safe mode turns them all off. Building your own moduleDeveloper mode, the example module and the Module Development guide.

Setting up the cron jobReminders, emails, subscriptions and the daily license check need the scheduler. Emails are not being sentCheck the SMTP settings, send a test email and look at the log. "500 Server Error" after uploadingUsually file permissions, the PHP version, or a cached config.