Accessing a Matter's Profile
A matter's profile serves as your main hub for case-related information. You can access a matter's profile in a few ways:
Navigate to Matters from the left-side navigation bar and click on the matter's name from the list.
Find the matter on your Pipeline
Use the search bar at the top of the screen and enter the matter's name, email address, or phone number.
When searching, you may see multiple results:
The option under the “Matters” section takes you to the matter profile.
The option under the “Contacts” section takes you to the contact profile.
Understanding the Matter Profile
The matter profile is the central workspace for managing a case, including communication history, documents, tasks, and case details. The matter’s profile contains multiple sections, each housing essential case-related data.
Matter Actions
1. Case Title - Contact Name
1. Case Title - Contact Name
Case Title can be edited here using the edit pencil icon. The primary contact's name displays here, but is not part of the Case Title.
2. Case Description/Case Blurb
2. Case Description/Case Blurb
Case Description can be edited here using the edit pencil icon. This is also referred to as the Case Blurb.
3. Edit
3. Edit
Redirects you to the Matter's Details Tab below in the editor view. Can also be reached using the edit pencil icon the the right of the screen when viewing the Details Tab.
4. Send Email
4. Send Email
Choose from your existing Email Templates to send to the matter.
5. Send Document
5. Send Document
Choose from your existing Document Templates or send a One-Off Document to the matter.
6. Open Form
6. Open Form
Open a preview link of an existing Custom Form for this matter
7. Merge Matters
7. Merge Matters
Merge Duplicate Matters together for organization and data cleanup.
8. More Actions
8. More Actions
Matter Actions at the top of the page provide access to system-level actions and tools for the matter. Some options in this dropdown also appear as buttons at the top of the matter profile:
Convert to Hired
Change your matter status to Hired, apply a converted date, and sync the matter to your case management in one step
Disable/Enable Email Sync
You can choose whether emails to/from this matter should automatically sync to Lawmatics.
View Matter in Pipeline
Redirects you to your pipeline view and shows this matter.
Upload File
Upload Files to this matter's Files Tab
Change the Primary Contact of Company for this matter.
Merge Matters
Merge Duplicate Matters together for organization and data cleanup.
Delete Matter
Delete this matter from your account. It can be found and brought back from the Recovery Bin for a limited time after deletion.
Evaluate Lead
Choose a QualifyAI Agent to evaluate this lead.
Open Form
Open a preview link of an existing Custom Form for this matter.
Share Form
Create a share link of an existing Custom Form for this matter, and send it via email or share through the Client Portal.
Open Booking Form
Open a preview link of an existing Booking Form for this matter.
Share Booking Form
Create a share link of an existing Booking Form for this matter, and send it via email or share through the Client Portal.
Send Signature Packet
Send an existing E-Signature Packet to this matter.
9. Convert to Hired
9. Convert to Hired
Change your matter status to Hired, apply a converted date, and sync the matter to your case management in one step
10. Sync to Case Management
10. Sync to Case Management
Sync the matter to your connected Case Management integration without changing the matter status
11. Pipeline History
11. Pipeline History
View the matter's current stage in a pipeline. Stages the matter has been in previously will be marked with a check. Additional information from tracking time in stages will be found under "Show Details" in the bottom right.
Quick Actions
Quick Actions contain commonly used tasks for day-to-day matter management, such as adding notes, scheduling appointments, creating tasks, logging activity, or sending emails.
Add Note
Add a note to the matter's Activity Timeline and Notes Tabs.
Schedule Appointment
Create an appointment for this matter.
Request Appointment
Email a request to the matter to schedule an appointment.
Add Task
Add a task for users to complete for this matter. Tasks can be shared with the matter's Client Portal if the matter needs to complete the task.
Log Activity
Log an activity to the matter's Activity Timeline. This will include date/time of activity, type of activity, and a note. Types of activities that can be logged are: Made Phone Call, Sent Email, Had In Person Meeting, Sent Text Message, Posted to Social Media, or Physical Mail.
Send Email
Write and send an email to the matter.
Default Sidebar
1. Matter Profile Picture
1. Matter Profile Picture
A picture can be uploaded in this location.
2. Primary Contact
2. Primary Contact
This is the name of the primary contact for this matter. Clicking the name and icon will redirect you to the contact's page.
3. Matter Status
3. Matter Status
A preview of the matter's status. This can be changed in the Details of the matter. Hired is Green, PNC is Blue, and Lost is Gray.
4. Client Portal Status
4. Client Portal Status
Clicking this icon allows you to see the Client Portal Options for this matter. You can invite them and their related contacts to the portal or revoke their access here. The dot next to the icon signifies whether they have been invited to the portal, green means the have been invited, while gray means they do not have portal access.
5. Email Sync Status
5. Email Sync Status
The dot next to the icon signifies whether emails to/from this matter are actively syncing to Lawmatics. It can be disabled/enabled using the More Actions option at the top of the matter page.
6. Practice Area
6. Practice Area
This is a display of the matter's practice area, and can be edited here using the pencil icon.
7. Matter Details
7. Matter Details
This section shows Estimated Case Value, Source, and Days Since Last Contacted for the matter. Estimated Case Value can be edited here or in the Details Tab. If the Source field has no value, it won't show in this section.
8. Matter Relationships
8. Matter Relationships
Other contacts that are used as relationships to this matter are found here. Clicking their name will redirect you to their contact page.
9. Essential Information
9. Essential Information
This section includes phone numbers, email addresses, informal name, Employer, Occupation, and Statute of Limitations. If any of these fields don't have a value, they won't show.
10. Primary Address
10. Primary Address
This section shows the details of the primary address of the matter.
11. Matter Staff
11. Matter Staff
Matter Owner, Lead Attorney, Originating Attorney, and Assigned Staff will show here if the fields are filed out for the matter.
Matter Tabs
Activities
Displays the timeline of everything that has happened on the matter, such as appointments, emails, form submissions, and signature requests.
Each activity in the timeline is labeled with an icon representing the activity type, such as email, appointment, note, or file upload.
This timeline can be filtered by activity type and date range, and can be ordered newest to oldest activity from top to bottom (Descending) or oldest to newest activity from top to bottom (Ascending).
Details
Default details view displays all standard and custom fields related to the matter.
Edit any field by clicking the Edit at the top of the matter page or using the edit pencil on the right of the Details Tab.
When editing, you can either save you changes or cancel and go back:
Notes
View a history of previously logged notes.
Add new notes or edit existing ones.
Tasks
Displays all tasks associated with this matter.
This page can be filtered by task status, priority, assigned to user, assigned by user, date range, or tags. It can be displayed in table view (shown above) or kanban view.
Files
View all uploaded forms, documents, and files.
Upload additional files.
Click the eye icon to preview a file.
Use arrows to navigate between files in the previewer.
Bulk select files by checking the box next to each file name to download, delete, move, or share multiple files at once.
Files can be moved between folders, and shared to the Client Portal.
FAQs
Can I switch back to the previous Matter page layout?
The previous Matter page is no longer available, as the new experience replaces it.
What is the difference between the contact and matter profile?
The contact profile will only show contact related information, such as phone number, email address, birthdate, etc. You will not see any of the matter-related fields or activities on the contact profile.
What if I have a married couple as my client?
We suggest choosing one member of the couple to be the main contact on the matter. You will then add the spouse into the system as a contact (rather than as their own matter), and then use the relationships section on the matter to link the spouse's contact to the matter. You can feel free to put both spouses names in the case title so that you can easily identify the matter as pertaining to both people.
Why don't I see the Send Email button on a matter's profile?
If you don't see the Send Email button, make sure that you have an email address populated on that matter. To do this, click Edit at the top of the matter page, and then locate the Email field, found in the Contact Information section. Once you populate a Primary Email, you will be able to access the Send Email button on the matter's profile.
Why won't the system let me save the Details page after making edits?
If you are trying to populate fields on the matter's details page, and nothing happens when you click the save button, there is likely a data validation error. If this situation occurs, start scrolling through the details page and look for any fields outlined in RED. You will see an error message listed in red, make the necessary corrections and then you should be able to save successfully.