Lawmatics

Matters, Contacts & Companies

Contacts vs. Matters

Companies

Company Matters

Understand contacts vs. matters, manage people & companies.

Contacts & Companies

Creating Matters

Matter Profile Overview

Custom Matter Views

Collections

Matter Statuses

Matter Relationships

Matter File Folders

Matter Filtered Views

Track all aspects of a matter: profiles, statuses, relationships, files, and filtered views.

Matters

Creating Contact or Matter Tags

Using Contact or Matter Tags

Merging Duplicate Matters or Contacts

Organize and clean up contacts and matters using tags and merge tools.

Matter & Contact Organization

Conflict Checking

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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