Matter Profile Overview
The matter profile page is a great tool for managing both your PNCs and hired clients in Lawmatics. A matter's profile serves as your main hub of information for that particular case.
There are a few ways to access a matter's profile. You can go to the Matters page under the CRM tab and click on their name from the list. Or, you can easily find them by clicking the magnifying glass "search" icon near the top right, and then type in their name, email address, or phone number.
Once you have typed in your search, you will likely see several results. In the screenshot below, the first option will take you the Contact profile, and the second option will take you to the matter. You will typically want to visit a matter's profile, this is where you will view all of the case-related information as well as the activity timeline.
On the Notes tab you will find a history of any notes logged on this matter. You can also add notes as well as make edits to any existing notes.
You also have the ability to bulk select files by checking the box to the left of the file name. This is useful to download or delete multiple files at once.
If your firm often works with matters that have more than one contact, such as a married couple, you may prefer one contact or the other to be listed as the primary name on the matter in your CRM. You can now easily change the main contact on a matter from within the platform.
Simply click the arrow icon highlighted in the image below, and then select from existing contacts in your CRM.
Once you select a different contact, the name on the matter (Thomas Jefferson in the example above) will change to the newly selected contact.
The same goes for company matters, click the arrow and then select from any companies in your CRM. This new feature helps you keep your CRM organized and accurate so that you can always find your matters with ease.