Adding Additional Pipelines

To create a pipeline you’ll start by clicking on the settings gear in the top right of any Lawmatics page, and then select Pipeline Settings on the left. At the bottom of the page, you will see a button to Add New Pipeline.

When you create a new pipeline, you will give the pipeline a name, and you have the option to enter a description. Note that your account comes with the Intake Pipeline already created by default.

You will also need to select which matter status(es) you want to be shown on the pipeline. This will decide what status of matters will automatically be displayed when you view the pipeline. If you are building one to be used for intake, you will want to use PNC as the status. If you are building a pipeline for case management, use Hired. You could also make one catch-all pipeline and set it to show multiple statuses.

Lastly, you will also see the toggle for “ Intake Pipeline?”. Selecting yes will show the total value of matters in each pipeline stage as well an expected value prediction.

Once you have created the pipeline itself, you will then add the stages for that pipeline. Keep in mind when creating your pipeline stages that you can trigger automations when a matter enters a certain stage, or you can also move a matter to a given stage via automation. You can also move matters between pipelines via automation.

After you have finished adding in your stages, you can view your pipeline by going to CRM -> Pipeline. 

In the top left, you will see the name of the pipeline. Once you have created more than one pipeline, you can switch between pipelines by clicking the small arrow next to the name of the pipeline. This will drop down a list of your additional pipelines, shown below.

On the top right, you’ll notice that you have the option to show the “No Stage” column. This column will contain matters that don’t have any stage assigned yet.

You also have the option to “Show All Matters”. Selecting this button will override the Status(es) that you have chosen for this pipeline and show all matters at their respective stages, regardless of status.

If you want to manually move a matter from one pipeline to another, you can do so from that matter’s profile page. Under the matter’s name, you will see a box showing what stage they are currently in. When you click on this drop down you’ll see all of your pipelines and stages, and you can select whichever stage you want to move the matter to.

You can also use an automation to move a matter from one pipeline to another. To do this, you will use the Change Attributes action, and then use the field Stage to select from your various stages on any of your multiple pipelines.

In the image above, Client Review is the name of our additional pipeline, and then we see each stage on that pipeline listed below.

You may be wondering, what additional pipelines should I create? Below we have listed some examples. Your additional pipelines are not limited to this list, these are just some ideas to get you started:

• Long term lead nurture, separate from the regular intake process
• Webinars/events hosted by your firm
• Case management, perhaps separated by practice area
• Client feedback/survey process
• Anniversary dates
• Long term client nurture to drive repeat business

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FAQ's

Do I need to have additional pipelines?

No, but additional pipelines are recommended. Why stop tracking your matters once they have completed your intake process when you can continue using an additional pipeline to track their case management as well. Even after their case has been completed, you can still use a pipeline to track long term nurture and/or anniversary dates.

I can't find a particular matter on any of my pipelines, what do I do?

First, go to that matter's profile and view the Matter At Stage box, found on the left sidebar directly under their name. Here you will what stage has been selected for this matter. While you are on the matter's profile, also take a look at what status this matter currently is. Then, go to your pipeline settings page and check what statuses have been selected for the pipeline that this matter is in. It is likely that the status of your matter is not included in this selection. Once you make the appropriate updates, you should then see that matter on the pipeline.

Which pipeline will a brand new matter go to?

Unless you have selected a stage manually when creating a new matter, they will first arrive in the No Stage option, meaning they are not on any pipeline or in any stage yet. We suggest using automations for any of your various lead sources to "change attributes" for that lead as soon as they enter Lawmatics, this will allow you to have them automatically placed in the proper stage as soon as they enter your CRM.