Getting Started

Prerequisites

Before using Matter Planner:

1. Your organization must be on the Business or Enterprise plan with the Matter Planner add-on enabled. Check under Settings → Billing or contact your account manager.
2. You must be logged in to Athenty as an admin or owner.

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Creating Your First Matter

1. Click Matters in the left sidebar.
2. Click New Matter in the top right.
3. Fill in the matter details:
   • Name — a descriptive title for the file (e.g., “Henderson — 42 Maple St Purchase”)
   • Matter Type — the category that best describes the transaction (e.g., Real Estate, Legal, Mortgage)
   • Status — the current stage (Open, In Progress, Pending, Closed)
   • Description — optional free-text notes about the matter
4. Click Create Matter.

The matter opens to its detail view. You can now add participants, dates, fees, and more from the tabs.

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Pairing Email Add-ins

Matter Planner includes two email add-ins for linking inbox emails to matters. Each add-in requires a one-time pairing code generated from your Athenty dashboard.

Generate a Pairing Code

1. Log in to app.athenty.com.
2. Go to Settings → General.
3. Scroll to the Matter Planner Add-ins section.

4. Click Pair Outlook Add-In or Pair Gmail Add-In — a 6-digit code appears with a 5-minute countdown.
5. Enter the code in the add-in’s pairing screen (see the relevant guide below).

Add-in Setup Guides

• Outlook Add-in — Getting Started — for Microsoft 365, Outlook Web, and Outlook for Windows/Mac
• Gmail Add-in — Getting Started — for Google Workspace accounts

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Managing Paired Add-ins

All active add-in sessions — Outlook, Gmail, and Athenty Snap browser extensions — appear under Settings → General.

Each entry shows the channel (outlook, gmail, or snap), the paired user, and the last-used date. Click Revoke next to any entry to immediately disconnect that session.

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Next Steps

Once you have created a matter and paired your email add-in, see Managing Matters for a full walkthrough of the matter workspace tabs.