Help Centre
Browse by topic to get oriented with Matterly, or go straight to our team if you'd rather just ask.
Getting started
Set up your firm, invite your team, and configure your first matter types.
Matters & contacts
Create matters, manage contacts, and track deadlines on a shared calendar.
Time & billing
Record time, raise invoices, and take online payments.
Documents & AI
Store and version documents, merge templates, and draft with Matterly's AI assistant.
Integrations
Connect Gmail and Outlook to file email to matters automatically, and generate API keys for your own integrations.
Account & security
Manage users, roles, permissions, and your firm's security settings.
Can't find what you need?
Contact support and we'll get back to you directly. If you're already signed in, you can also message our team from inside the app for the fastest response. Questions about how we protect your data belong on our Security page.