Company Matters

Understanding Company vs. Individual Matters

Your firm may sometimes represent a company for a matter instead of an individual contact. Lawmatics makes it easy to differentiate between individual and company matters.

• Individual Matters: Created with a first and last name, containing fields specific to individuals (e.g., birthdate, title, citizenship).
• Company Matters: Require only a Company Name and include company-related information along with points of contact.

Creating a Company Matter

There are multiple ways to create a company matter:

Using the Create New Button

1. Click the Create New button in the upper right-hand corner of the screen.
2. Select Matter.
3. Select the green button to create a new company matter for a company not yet in your CRM.
4. If the company already exists, search for it in the Associated Contact/Company dropdown and select it.

Using a Custom Form

1. Enable the Company Matter toggle in your form settings.
2. Add the Company Name field from the Company Fields section on the left sidebar.
3. The first and last name fields will be saved as the primary contact for the company.

Viewing Company Matters

Navigate to the Matters page from the left-side navigation bar. You can differentiate between company and individual matters by:

• Checking if the matter displays a Company Name instead of a first and last name.
• Enabling the Company Column in the table settings for better visibility.

Company Matter Profile

When viewing a company matter:

• The Company Name appears at the top of the left sidebar.
• Company Contacts are listed further down, with a star icon marking the primary point of contact.
• Emails, forms, and documents sent via automation or manual actions will be directed to the primary contact's email.

In the example above, we see two company contacts. Tom Riddle is selected as the primary point of contact. To make changes to the company contacts, you will need to go to the company's profile page. You can get there by clicking the company matter name- Snow Industries in this example. You can also search the company name in the magnifying glass search icon found near the top right of your page.

Below you see an example of the company profile page. Note the company contacts section toward the bottom where you can add or remove company contacts, and the star icon on the right to select a main point of contact.

Managing Company Matters

• Select the Matters Tab on the Company Profile to view all associated matters.
• Click Go To Matter to access an individual matter profile.
• Use Create Matter to generate an additional matter for the company.

FAQ's

Will company matters still run through my automations?

Yes, company matters can trigger in your automations just like a regular matter would. If the automation is sending anything, such as an email, form, or document, these items will be sent to whoever is selected as the main point of contact on the company.