Introduction
What Is Athenty Matter Planner?
Section titled “What Is Athenty Matter Planner?”Athenty Matter Planner is a matter management add-on for Athenty that lets your team create, track, and close matters — the individual files, cases, or transactions your organization manages on behalf of clients. Each matter has a structured workspace for participants, key dates, fees, linked emails, document folders, and comments, all connected to the clients in your Athenty account.
Matter Planner is built for compliance-heavy workflows where a clear audit trail, organized document structure, and milestone tracking are required — such as real estate transactions, legal files, mortgage closings, and financial services onboarding.
Prerequisite: Matter Planner is available on the Business and Enterprise plans. Contact your Athenty account manager or see Pricing to enable it.
Who Is Matter Planner For?
Section titled “Who Is Matter Planner For?”Matter Planner is designed for teams who manage multi-step client engagements:
- Real estate lawyers and notaries — track closings with inspection, mortgage, and closing dates; organize buyer, seller, and lender participants; manage legal fees and title costs
- Mortgage brokers — track application milestones, link lender correspondence, and store document checklists per deal
- Compliance and KYC teams — attach identity verification requests to a matter and maintain a clear record of who was verified and when
- Law firms — create matters per file, track retainers and disbursements, assign staff, and organize folders for each client
What Matter Planner Includes
Section titled “What Matter Planner Includes”| Feature | Description |
|---|---|
| Matters | Create and track individual files or cases |
| Participants | Add clients and contacts to a matter with their role (buyer, seller, guarantor, etc.) |
| Key Dates | Record milestones with types, dates, and descriptions |
| Fees & Retainers | Track amounts owed, collected, and outstanding |
| Emails | Link emails from Outlook or Gmail directly to a matter |
| Folders | Organize documents using a standard folder structure per matter |
| Comments | Leave internal notes on a matter |
| Staff Assignment | Assign your team members to specific matters |
Email Integration
Section titled “Email Integration”Matter Planner works alongside two email add-ins that let your team link emails from their inbox directly to a matter without leaving their email client:
- Outlook Add-in — for Microsoft 365 and Outlook Web users
- Gmail Add-in — for Google Workspace users
Both add-ins pair to your Athenty account with a one-time 6-digit code from Settings → General → Matter Planner Add-ins.
Navigation
Section titled “Navigation”Matter Planner matters appear in the Matters section of the Athenty sidebar. Each matter opens to a tabbed workspace:
| Tab | Contents |
|---|---|
| Overview | Matter name, type, status, description, and summary metrics |
| Participants | Clients and contacts linked to this matter |
| Dates | Key milestones and deadlines |
| Fees | Fee and retainer records |
| Emails | Emails linked from Outlook or Gmail |
| Folders | Document folder structure |
| Comments | Internal team notes |
For setup instructions, see Getting Started.