The Matter Easy Add function is a streamlined, guided process built using Salesforce Screen Flow to help users efficiently create and configure new matters within your law firm. This ensures that all necessary information—participants, budgets, rates, activity plans, conflict checks, and fee arrangements — are captured in a structured sequence. By following this flow, your team can standardize matter creation, minimize errors, and maintain compliance with firm-specific procedures.
How to access Matter Easy Add flow?
The Matter Easy Add is a dedicated button shipped within our Matter Management. To add it to your Matters tab, follow these steps:
- Go to Salesforce Setup | Object Manager.
- Within Quick Find, search for "Matter" and select to open the Matter object.
- From the sidebar, select List View button layout.
- Edit the List View layout.
- Scroll down to the Custom Buttons section and add the Matter Easy Add button from the Available Buttons section to the Selected Buttons section.
- Click the Save button.
What is included within Matter Easy Add flow?
The Matter Easy Add flow is a comprehensive, step-by-step Screen Flow that guides you through all the key stages of setting up a new matter in your law firm’s matter management system. Below is an overview of what’s included in this flow:
1. Add Basic Matter Information
Provide essential information to define the matter, including:
- Matter Name
- Matter Number
- Type
- Stage
- Primary Account
- Primary Contact
- Internal Dept Owner
- Engagement Date
- Description
This information ensures the matter is properly categorized, tracked, and assigned.
2. Add Related Participants Information (Optional)
Add different participants related to this matter, such as:
- Clients
- Opposing Parties
- Team Members
- Other Contacts
You can search for existing records or create new ones as needed. Assign appropriate roles for each participant.
3. Assign UTBMS Codes (Optional)
If your firm uses UTBMS Codes for task and activity tracking, search for and select the applicable code sets for this matter.
4. Apply a Budget (Optional)
Apply a Budget Template or define a custom budget by setting:
- Budget name
- Total Fees and Expenses
- Parent Budget (if any)
- Start and End Dates
- Status and Active flags
This ensures financial tracking is aligned from the start.
5. Add Timekeeper Rates (Optional)
Define the billing rates for timekeepers and their roles:
- Add rates manually for specific timekeepers
- Or apply an existing Rate Group
- You can add multiple rates if needed
6. Add an Activity Plan (Optional)
Select an Activity Plan to include standard tasks or events for this matter automatically. This helps ensure consistent workflows.
7. Run a Conflict Check (Optional)
Run a Conflict Check to identify any potential conflicts of interest based on the participants added. Review the results before proceeding.
8. Add a Fee Arrangement (Optional)
Select and apply a Fee Arrangement that defines how the matter will be billed. You may choose from predefined arrangements or add new ones as needed.
9. Review & Finish
Review all the information entered in the previous steps.
Confirm that everything is accurate.
Click Finish to complete the setup — the new matter record and its related details will be created.
The Matter Easy Add function utilizes a Screen Flow named AdvoLogix: Matter Easy Add, providing it as a template for users to customize. To modify any part of the flow, please ask your system administrator to open and save a new flow from this template, then add or remove parts within the flow.