QuickStart Guides
MyMatters Quickstart Guide
This guide will provide a short introduction to help you navigate your case in MyMatters. MyMatters Dashboard The MyMatters dashboard displays a "Matter Card" that represents a case in which you are a participant. Cases may have different statuses depending on whether they are currently active or closed. You can click on each matter cart to display information about that specific case. (https://storage.crisp.chat/users/helpdesk/website/433d9c7533cf2400/screenshot-2024-04-11-1504251ckPopularQuick Start Video
Quickstart Video We've created this short video to guide you through its key features. We know your time is precious, so instead of reading through documentation, you can quickly get up to speed with this video. Immediation Getting Started on your 14-Day Trial VideoFew readers
Documents Quickstart Guide
This guide will provide a short introduction to help you learn how to use Documents in MyMatters. Your platform enables you to store all case-related documents securely. The benefit of storing all files in a central location is that you do not have to go through email attachments looking for the latest working version of a document. It also lets you control who can access your document in a secure repository. It provides a convenient secure alternative to keeping all your files together so thatFew readersCreate a Filtered Search Quickstart Guide
This Quickstart Guide will help you understand how to create filtered searches. The benefit of Immediation is the ability to create filtered searches based on any criteria. This is particularly useful for searching for particular criteria for particular panel members with specific skill sets. This is how to search with a single criteria Click on "Filter Panelist" to brFew readersCorrespondence Quickstart Guide
This guide will provide a short introduction to help you learn how to use Correspondence in MyMatters. Your platform enables you to store all case correspondence within it. Conversation threads, files, tasks, and case notes are contained in one secure area, which saves you time searching for information across multiple conversations. Navigate to the section that best describes whatFew readersCase Notes Quickstart Guide
This guide will provide a short introduction to help you learn how to use Case Notes in MyMatters. Case Notes can be considered a personal notepad or a general notice board. For example, it can list action items from a private meeting for you, or your mediator or case manager can use it to provide post-settlement details or contact details for all participants. How to create aFew readersTasks Quickstart Guide
This guide will provide a short introduction to help you learn how to use Tasks in MyMatters. Tasks can be considered to set reminders for yourself, members of your legal team, or other participants to complete action items. The mediator can also use it to assign action items to you. For example, your mediator or case manager might need certain documents by a particular date. Other than correspondence, they have set a task to help you remember the due date. (https://storage.crisp.chat/usersFew readers