Pipeline Overview

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Pipelines in Lawmatics are essential tools for tracking the progress of your matters. They provide a visual representation of your firm's processes, such as intake, case management, or practice-specific workflows, allowing you to see at a glance where each matter stands.

Creating a Pipeline

To create a new pipeline:

1. Access Settings:
   • Click on the gear icon located in the left-side navigation menu.
2. Navigate to Pipelines:
   • Under the General Settings section, select Pipelines.
3. Add a New Pipeline:
   • Click the Add Pipeline button in the upper-right corner.

Configure Pipeline Details:

• Name: Enter a descriptive name for your pipeline.
• Description: Optionally, provide a brief description of the pipeline's purpose.
• Matter Statuses: Choose the matter statuses to be displayed in this pipeline (e.g., PNC for intake processes, Hired for case management).
• Intake Pipeline Toggle: If this pipeline is for intake purposes, enable the Intake Pipeline? toggle to display financial data, such as total estimated value and expected value predictions.

1. Add Stages:
   • Define the stages that represent the key milestones in your process.
   • Use clear and specific names to avoid ambiguity (e.g., "Consult Scheduled" instead of "Initial Consultation").
   • Consider enabling the Track Time in Stage option to monitor how long matters remain in each stage.
2. Save the Pipeline:
   • After configuring all settings, click Save to create the pipeline.

Managing Pipelines

To view and manage your pipelines:

1. Access Pipelines:
   • Click on Pipelines in the left-side navigation menu.
2. Switch Between Pipelines:
   • If you have multiple pipelines, use the dropdown arrow next to the pipeline name at the top-left corner to select the desired pipeline.
3. Display Options:
   • No Stage Column: Enable this option to view matters that haven't been assigned a stage yet.
   • Show All Matters: Toggle this to display all matters in the pipeline, regardless of their status filters.

Moving Matters Between Pipelines

Manually:

1. Navigate to the Matters section from the left-side navigation menu.
2. Select the specific matter you wish to move.
3. Under the matter's name, locate the current stage dropdown.
4. Click the dropdown and choose the desired stage from any pipeline.

Automatically:

1. Go to Automations under the Automation & Workflows section.
2. Create a new automation or edit an existing one.
3. Add a Change Attributes action.
4. Select Stage as the field to change.
5. Choose the target pipeline stage where the matter should be moved.

This automation can be triggered by specific events, such as scheduling a consultation or signing a retainer agreement.

FAQs

What field do I use in an automation to move a matter in the pipeline?

Use the Change Attributes action in your automation and select the Stage field. This allows you to move matters between stages within the same pipeline or across different pipelines.

What is the difference between a pipeline stage and a sub-status?

• Pipeline Stage: Represents a specific step in a linear process. As a matter progresses, it moves from one stage to the next, leaving the previous stage behind.
• Sub-Status: Provides an overarching label that remains with the matter throughout its journey. For example, a matter with a sub-status of "Open Case" under the "Hired" status can move through various pipeline stages while retaining the "Open Case" sub-status.

Why can't I see a certain matter in my pipeline?

Ensure that the matter's status aligns with the statuses selected for the pipeline. To verify or adjust this:

1. Navigate to Settings > Pipelines.
2. Click the edit pencil icon next to the relevant pipeline.
3. Check which statuses are selected for display in that pipeline.

If a matter's status doesn't match the selected statuses, it won't appear in the pipeline view, even if it's assigned to a stage within that pipeline.