Adding matters is one of the key actions you will be doing in Lawmatics. Matters can be created any of the following ways:
- From a custom form
- From the quick add button in Lawmatics
- From the matters page on the CRM
- From the Lawmatics dashboard
- From an event type appointment request link
We’ll be going in depth on each of these different methods to create a matter. Before moving forward, we also recommend that you first read our article on matters vs. contacts.
1. Creating a matter from a custom form
One of the main benefits of using custom forms to create matters is that you have complete customization over what fields you want to capture. You can build any of our standard fields and any of your custom fields into a custom form. This allows you to capture any and all information that is essential for your intake right in one place.
When you create a custom form you will need to select the form type of either contact or matter. This determines what will be created when the form is submitted, so in the case of intake forms, you’ll want the type to be matter.
We suggest creating a custom form to be used for Phone Intake. This form can act as a script for whoever is taking inbound calls at your firm and allows them to take down all necessary information and create the matter with one click. You can also make this form internal so that you have access to internal fields like marketing source, pipeline stage, etc.
You will also want to create a form to embed on your website. Embedding this form on your site will result in a new matter automatically being created in Lawmatics each time a new lead fills out the form.
Remember, you can also trigger any automations off a form being filled. This means that you can trigger different actions if a matter came from the ‘phone intake form’ rather than the ‘web form’.
2. Lawmatics quick add button
When you are in Lawmatics you will notice an orange plus sign in the very top right corner. Hovering over this icon will bring up a number of quick actions, you’ll select New Matter to create a matter.
This will bring up our standard create matter box. Here you will be able to assign a practice area, owner, case title, pipeline stage, and fill in the contact details for this matter. You can also select from existing contacts if this is a return client.
Creating a matter this way will put the matter on your pipeline at whichever stage you have selected. You can then pull up the matter to share any forms, edit any additional fields, etc.
3. Matters page within the CRM
When you hover over the CRM tab found in the top left of Lawmatics, you will see an option for Matters. Clicking on Matters will bring up all of your matters, filtered on the left side of the screen by status.
You will notice a button to Add Matter at the bottom of this page. Selecting this option will bring up the same create matter box that you would see if you created a matter from the orange plus sign.
4. Lawmatics Dashboard
You can access the dashboard at any point by clicking on the Lawmatics logo in the very top left. Here you will find a number of quick actions and stats at a glance. One of the options found in the Quick Actions section at the very top is New Matter.
This will open the same create matter box that we have discussed in the last two methods of creating a matter.
5. Custom event booking link
You can use our custom booking links to simultaneously schedule an appointment with a new lead and create them as a matter in Lawmatics. This feature lets the PNC choose their own appointment based on your availability. In order to use this feature, you will need to have an external calendar synced (settings -> calendar settings).
To create a booking link, you’ll go to settings -> event settings. Here you can create custom event types for your firm like “Initial Consultation” or “Follow Up Meeting”, etc. Once you have created the event types and given each a default duration, you will see an icon on the right with an arrow. Use this icon to generate the booking link, determining whichever users and locations you would like to include for the meeting.
You can then share this link via email or embed it on your website. When a PNC clicks the link, they will need to fill in their name and email before they can book an appointment. When they do so, their matter will be automatically created in Lawmatics along with the scheduled appointment time that they've chosen.