Pipeline Statuses and "Show All Matters" Toggle Option


Overview

When creating a new pipeline, you must select which statuses should be visible. This determines which matters will automatically appear in that pipeline.

Selecting Matter Statuses for a Pipeline

  • PNC (Potential New Client): Recommended for intake pipelines.
  • Hired: Recommended for case management pipelines.
  • Multiple Statuses: A catch-all pipeline can include PNC, Hired, and Lost statuses.

Understanding Status Filtering

  • Matters can be placed in any pipeline, regardless of the selected status filters.
  • However, if a matter's status does not match the selected statuses for that pipeline, it will not be displayed.
  • This feature reduces clutter in your pipeline view.

Example: Handling Lost Leads in Intake Pipelines

  • A PNC that changes to Lost will still technically exist in the intake pipeline.
  • However, you likely do not want lost leads clogging up the pipeline view.
  • In this case, configure your pipeline to only show PNC matters.
  • If needed, use the Show All Matters toggle to briefly view lost leads.

Adjusting Status Selection

  • If a pipeline regularly requires toggling Show All Matters, reconsider the status settings.
  • Some firms prefer a single, all-encompassing pipeline including:
    • Intake (PNC)
    • Case Management (Hired)
    • Lost Leads (Lost)
  • Use sub-status selection to refine pipeline visibility further.

You can also use the status selection, highlighted above, to select any sub-statuses. Do this if you would like to narrow the pipeline visibility on a more granular level.


FAQ

Can I edit the status selection on a pipeline after creating it?

Yes. Navigate to Settings > Pipeline Settings, select the edit pencil for the pipeline, and modify the status settings.

Can I see contacts on my pipeline or just matters?

Pipelines only display matters. If you need to track a contact, create a matter for them and assign it to a pipeline stage.

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