Potential Client: Switch between Person, Company, or Existing Contact.

Basic Details: Add Name (mandatory), Gender, Date of Birth, Email, and Phone for Person. Add Name (mandatory), Email, and Phone for Company. For Existing Contact, select existing contact from the dropdown.

Other Info: For person, add the following details: Title, Website, Company, Lead Source, Referred By, LEDES Client ID, etc. For Company, add the following details: Website, Lead Source, Referred By, LEDES Client ID, etc.

Addresses: Add the complete address of the Person or Company and note that you can also add multiple addresses here and designate a particular address as Primary Address.

Custom Fields: Use custom fields created by you for better organization and management of leads.

Logo: Add the user image or company logo in the User Image section. Click on the image to upload. You will see the Upload and Delete options when you hover on the image.

Tags: Add applicable tags to the leads for better organization by clicking on the Tags button under Tags section. You can either select from the available dropdown option or type a new tag and click on Enter on your keyboard to save. Before hitting Enter, click on the down arrow to select a color for the background of the tag. Otherwise, default color would be applied.

Client Portal: Click on the Client Portal Settings button to invite contacts to the client portal for seamless collaboration. In the pop-up window, toggle Allow client portal and Allow board view on client portal if required.

Matter Details: Add Matter Name (Mandatory), Stage (Mandatory), Open Date, Practice Area, Location, Responsible Attorney, Originating Attorney, etc.

Description: Add the Matter Description using the text editor. You can format the text by using the toolbar options or the AI if required.

Related Contacts: Click on + Add Related Contact, and then add the Relation Type and Related Contact by selecting the appropriate value from the Dropdown to add anyone related to the matter. Note that you can select the Invoice Recipient Checkbox to designate the contact as Invoice Recipient for the matter and to send all matter invoices to the contact by default. Also note that you can always add New Relation Type and New Related Contact simply by Typing it and clicking on the Enter button.

Billing Preference:

Custom Fields: If custom fields have been defined for matters, you can select them by clicking the + Start Typing to Search option.

Members: Under the Members, Tags and Settings section on the right, select team members responsible for or managing the matter by clicking on the Add Member Button and from the available options. Their names and pictures will appear in the Members area. For the bigger list, you can always start typing to narrow down results to select the appropriate efficiently.

Color: Choose a color code for the matter, which will be displayed as a top border on the Matter Card. Click on Color Dropdown and select the required color. If you know the Hex codes of colors, you can assign any color you want to the matter. Click on + Custom and type the required hexadecimal color code in the #FFFFFF box. Or, click on the color palate to select a preferred color. Copy the code to replicate it across. For custom color, click on Save and back to save the color selection.

Visibility: Set the visibility of the matter, indicating whether others can see it. Note that by default, all the matters are set as Public Matters which means all members of the organization get access to it. Toggle the Make Private option to limit the access to the associated members only.