You can now open matters, find your way around them, add people, build a matter team, and ask for help. Here's how to pick what to learn next — and how to get answers from Ask Matti whenever you're stuck.
Choose your next path
Where you go next depends on your role. If you set up how work runs, head to Stages & Automation. If you work with documents all day, try Document AI & Intelligence. If you handle money, start with Billing & Finance. If you're setting the firm up, Admin & Team Management covers people, access levels, teams, and firm details. And Client Portal Setup shows what your clients see.
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Ask Matti from anywhere
Ask Matti is always a click away — the Ask Matti button in the top bar of every page. It opens a panel at the right of the screen, over the page, where you can ask questions about your matters, get summaries, or draft correspondence, without leaving the page you're on. The panel stays open as you move between pages, so you can ask about whatever you're looking at.
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Or open the full chat
For a longer conversation, open the full chat from the panel (/app/ask-ai). It keeps your earlier conversations, lets you start a new one, and gives you more room to work through a question or pull in matter context. The panel and the full chat talk to the same assistant.
Tips & pitfalls
- Ask about a specific matter and it can use that matter's details — open the matter first, then ask, so its answers have context.
- Stuck on something the AI can't do? Choose Contact support in the ? Help menu, or book a guided session.
Key takeaways
- Choose your next learning path based on your role
- Ask Matti opens from the top bar on every page, with a full chat at /app/ask-ai
- Support is in the ? Help menu, or book a guided session
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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