For law firms
Everything your team needs to collect, review and organise financial disclosure with Matter Folio.
Getting started
- Welcome to Matter FolioWhat Matter Folio does and how a matter flows from request to bundle.
- Joining your firm and signing inCreate your account from the invitation, accept it, and sign in.
- Two-step sign-inWhy we use an authenticator app, how to set it up, and what to do if you lose your phone.
- Setting up your firm (firm admins)The setup checklist on your Home page, step by step.
- Finding your way aroundThe menu, notifications and your account.
Matters
- Opening a matterAdd the client, choose the documents and dates, and invite them.
- The matters listViews, search and the lawyer filter.
- The matter pageWhat's received, what's waiting, and the tabs along the top.
- Requesting more documentsAsk for another document type at any time.
- RemindersAutomatic and manual reminders for your client.
Reviewing documents
The other side
- Inviting the other side's lawyerLet the other party's lawyer upload their disclosure directly.
- Disclosing your client's documents to the other sideServe accepted documents to the other side's lawyer, and see when they download them.
- When you act for the other party on another firm's matterDisclosure to other firms, and sending from your own matter.
Balance sheet
- How the balance sheet worksApproved figures become the asset pool automatically.
- Checking figures against the documentOpen a line to see its document beside its figures.
- Adding lines, sharing and exportingItems without a document, sharing with your client, Excel and PDF.
- Modelling outcomesTry splits, who keeps what and add-backs, and see the cash adjustment.
- The court's Balance Sheet (Word and Excel)Export in the court's layout, or import a balance sheet someone has already prepared.