A team is a named group of people — a practice team, a location, a partner's crew. Grouping people into teams lets MatterFirst show their combined workload, send help requests to the right group, and make cover easier to reason about. This is separate from who owns an individual matter.
Before you start
- Admin or Owner access — managing teams is for admins and above.
- At least a couple of people already invited (see 'Managing team members').
Team lead vs matter lead
A team has a lead who looks after its people and their combined workload. That is a different job from a matter's lead, who owns one matter and is set on the matter's People tab. Someone can lead a team and also lead particular matters; the two roles don't overlap.
What teams feed
Teams are what Home › Team groups people by: switch it from People to Teams to see each team's load together. A help request on a matter that belongs to a team goes to that team, and cover is easier to plan when you can see whose work would fall to whom. Build the teams first; Home › Team reads from them.
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1
Open the Teams tab
Go to Settings › Firm & people › People & roles and choose the Teams tab (/app/settings/teams). It lists each team with its colour, lead, people and open matters.
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2
Create a team
Click New team. Give the team a name and pick a colour — the colour is what marks the team on Home › Team — then add people by name. A person can belong to more than one team.
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Choose the lead
In the same drawer, choose Make lead beside one of the team's people. There is one lead per team; making someone else lead moves it. The lead sees the team's workload on Home › Team. Click Create team (or Save changes for an existing one).
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4
Archive a team you no longer need
Open the team and choose Archive team. Archiving keeps its history but takes it off Home › Team; archived teams sit behind a disclosure on the Teams tab, with Restore.
Tips & pitfalls
- A team lead looks after a group of people and their combined workload; a matter lead owns one matter, set on that matter's People tab. Don't conflate the two.
- The Teams tab is part of People & roles, beside People, Sign-in and Who can do what.
- Archiving a team takes it off Home › Team but keeps its history; you can restore it.
Key takeaways
- Teams (name + colour + people) group your firm so their combined workload and help requests can be seen together.
- One lead per team; that's separate from a matter's lead.
- Teams feed Home › Team; manage them on People & roles › Teams (/app/settings/teams, admin+).
Put the lesson into practice.
Book a guided session and our team will help you configure MatterFirst for your own practice.
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