Company Matter Forms

Overview

When using a matter type custom form, you have the option to make the form a Company Matter Form.

If your firm primarily works with companies rather than individual clients, this option allows you to create a company matter when the form is submitted. A company matter is unique because it has a company attached rather than an individual contact. Learn more about company matters here.

Creating a Company Matter Form

1. Navigate to the Custom Forms page from the left-side navigation bar.
2. Click the edit pencil for an existing form (or create a new Matter Type Form).
3. Click on Form Settings on the left sidebar.
4. Toggle on Company Matter.
5. Add the Company Name field to the form (required to create a company).

Adding Company Fields

Once the Company Matter toggle is enabled, you can add the following fields from the Company Fields section in the left sidebar:

• Company Name (required)
• Company Email
• Company Phone
• Company Address

When these fields are populated on the form, they will be saved to the Company Profile shown below.

Contact and Matter Fields

You can still include contact and matter fields on a company matter form in addition to company fields.

• Contact Fields: Saved as a new point of contact for the company.
• The system automatically creates the individual as a contact and links them to the company.

Learn more about navigating company profiles here.

Defaulting Company Matters for Custom Forms

If your firm exclusively works with companies, you can set the Company Matter toggle to be on by default in custom forms:

1. Navigate to Settings from the left-side navigation bar.
2. Select Firm Settings.
3. Enable Company Matters Enabled.

If you would like to learn more about creating custom forms in general, you can do so here.

FAQ's

Can I change a form I already use to be a company matter form?

Yes, simply edit the form and turn on the Company Matter toggle. You will also need to add the Company Name field onto the form, found in the company fields section on the left sidebar.

Will a matter created from a company matter form still run through my automations?

Yes, if this matter meets the entry conditions for any automations it will trigger just like a normal matter. If the automation is sending anything out, it will send to the contact that is selected as the main of contact for the company.

Why am I getting a red error when trying to save my company matter form?

If you do not have the Company Name field on the form you will get a red error message in the top right corner when trying to save a company matter form. Expand the company fields section on the left sidebar, drag the Company Name field onto the form, and then you should be able to save.