MatterFirst Academy

Getting Started

Set up your account, create your first matter, and learn the basics of MatterFirst in under an hour.

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Beginner 45 min 8 lessons

Lessons

8 lessons in this path

  1. 1 Welcome to MatterFirst What MatterFirst does and how it's structured.
  2. 2 Creating your account Sign in, set up your organisation, and invite your team.
  3. 3 Creating your first matter Create a matter, pick its type, and let its workflow start.
  4. 4 Navigating matter views Table and Board views, plus the tabs inside a matter.
  5. 5 Adding contacts and roles Add the parties on a matter and give them roles.
  6. 6 Building your matter team Add the staff working a matter and set its lead.
  7. 7 Asking for help & coverage Request a hand on a matter and cover for teammates who are away.
  8. 8 What to learn next Choose your next path and meet the AI Assistant.

Need hands-on help?

Book a guided onboarding session and our team will walk you through setup, answer your questions, and configure MatterFirst for your practice.

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