Creating Matters
Overview
Adding matters is one of the key actions in Lawmatics. Matters can be created in the following ways:
- From a Custom Form
- From the "Create New" Button
- From the Matters Page
- From the Dashboard
Before proceeding, we recommend reading our article on Matters vs. Contacts to understand the distinction.
1. Creating a Matter from a Custom Form
Using custom forms to create matters allows you to customize the information collected during intake.
- When creating a custom form, select Matter as the Form Type.
- Forms can include standard and custom fields to collect all essential intake information.
- Automations can be triggered when a form is submitted (e.g., different actions for "Phone Intake Form" vs. "Web Form").
- Forms can be used for internal intake (for phone calls) or embedded on a website for lead intake.
More information on custom forms →
2. Creating a Matter from the "Create New" Button
- Click Create New in the upper right-hand corner of the screen.
- Select Matter from the dropdown menu.
- A Create Matter box will appear where you can:
- Assign a practice area, owner, and case title.
- Select a pipeline stage.
- Enter contact details.
- Click Save to create the matter.
Tip: If the contact is a return client, select them from the existing contacts list instead of creating a new one.
3. Creating a Matter from the Matters Page
- Navigate to Matters from the left-side navigation bar.
- Click Add Matter at the top right.
- The Create Matter box will appear (same as the "Create New" method).
4. Creating a Matter from the Dashboard
- Click the Lawmatics logo in the upper left corner to access the Dashboard.
- Locate the Quick Actions section at the top.
- Click New Matter to open the Create Matter box.
FAQ's
How do I create a lead versus a client?
- Both leads and clients are considered matters in Lawmatics.
- A lead remains in PNC (Potential New Client) status until they hire your firm.
- To convert a PNC to a client, open the matter and click Convert (top right) to change the status to Hired.
Should I create a contact or a matter when I get a new lead?
- New leads should always be created as a matter.
- Matters represent clients or potential clients.
- Contacts represent referral partners, colleagues, friends & family, etc.
How does Lawmatics handle duplicates?
- Lawmatics automatically checks for duplicate contacts based on email address.
- If a new matter is created with an existing email, it is linked to the existing contact.
- The system prevents duplicate contacts, but multiple matters can be created for the same contact.