Use matters to store essential case details, associate relevant records, centralize documents, and track the overall case.
How to Manage the Matter Object
Admins can use this article to manage the access and setup of matter records. This includes adding the object to page layouts as well as managing its record types and fields.
Permission Sets
- Litify Matter User: Can Create, Edit, and View, and Delete matter records
- Litify Power User: Can Create, Edit, View, and Delete matter records
Page Layouts
Matters: Take Action Layout
Matters have their own dedicated page layout.
Record Types
- Billable
- Non-Billable
All Fields
| Field Label | Field Name | Data Type | Controlling Field | Indexed | Description |
| Attorney Fees | litify_pm__Fee_Amount__c_ | Currency(18, 0) |
the amount of attorney fees charged
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| Billable Matter | litify_pm__Billable_Matter__c | Checkbox |
determine if this matter is a billable matter
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| Billing Type | litify_pm__Billing_Type__c | Picklist | Billable Matter |
determine the type of billing on this billable matter
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| Budget | litify_pm__Budget__c | Currency(18, 0) |
the budget on this matter
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| Budget Used | litify_pm__Budget_Used__c |
Formula (Percent)
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contains the value of this equation: litify_pm__Total_matter_cost__c / litify_pm__Budget__c
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| Case Type | litify_pm__Case_Type__c |
Lookup(Case Type)
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Yes |
the case type on the matter
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| Client | litify_pm__Client__c | Lookup(Account) | Yes |
the account/party record associated with the matter
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| Closed Reason | litify_pm__Closed_Reason__c | Picklist | Status |
the reason the matter was closed in Litify Actions
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| Closed Reason Details | litify_pm__Closed_Reason_Details__c | Picklist | Closed Reason |
further details describing the closed reason in Litify Actions
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| Contingency Fee Rate (%) | litify_pm__Contingency_Fee_Rate__c | Percent(3, 2) |
% contingency rate for the case
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| Current Active Stage | litify_pm__Matter_Stage_Activity_Formula__c | Formula (Text) |
the current active matter stage on the matter plan (litify_pm__Matter_Stage_Activity__r.Name)
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| Description | litify_pm__Description__c |
Long Text Area(131072)
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description of the matter
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| Display Name | litify_pm__Display_Name__c |
Text(255) (External ID)
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Yes |
user-editable display name of the matter
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| Estimated Close Date | litify_pm__Close_Date__c | Date |
estimated date when the Matter will close; or date the Matter actually closed (manual)
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| Formula Checkbox Test | litify_pm_Formula_Checkbox_Test__c |
Formula (Checkbox)
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Formula Checkbox Test - test field for formula checkbox
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| Formula percent test | litify_pm__Formula_percent_test__c |
Formula (Currency)
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Formula percent test - test field for formula percent
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| Gross Recovery | litify_pm__Gross_Recovery__c | Currency(16, 2) |
the amount recovered when you win or settle the case in Litify Actions
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| Hard Costs | litify_pm__Hard_Costs__c | Currency(18, 0) |
the hard costs associated with the case
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| Hourly Rate | litify_pm__Hourly_Rate__c | Currency(16, 2) |
the hourly rate of the matter team member
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| Ignore Default Plan | litify_pm__Ignore_Default_Plan__c | Checkbox |
check this to ignore the default plan and select a new plan
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| Incident date | litify_pm__Incident_date__c | Date |
the date the incident in the case occurred
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| Last Called At | litify_pm__Last_Called_At__c | Date/Time |
last time a call was logged on this intake
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| Last Emailed At | litify_pm__Last_Emailed_At__c | Date/Time |
last time an email was logged on this matter
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| Limitations date satisfied | litify_pm__Limitations_date_satisfied__c | Checkbox |
Limitations date satisfied
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| Lost Reason | litify_pm__Lost_Reason__c | Text Area(255) |
the reason you select for losing the case in Litify Actions
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| Matter | litify_pm__Matter__c |
Formula(Number)
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the name of this matter
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| Matter Address 1 | litify_pm__Matter_Address_1__c | Text(255) |
address where this incident occurred
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| Matter Address 2 | litify_pm__Matter_Address_2__c | Text(255) |
additional address details where this incident occurred
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| Matter City | litify_pm__Matter_City__c | Text(255) |
city where this incident occurred
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| Matter Has Budget | litify_pm__Matter_Has_Budget__c | Checkbox |
determines if this matter has a set budget
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| Matter Location | litify_pm__Matter_Location__c | Formula (Text) |
location of this matter
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| Matter Plan | litify_pm__Matter_Plan__c |
Lookup(Matter Plan)
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Yes |
matter plan assigned via the Open Matter Litify Action or the Matter Plan selection component
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| Matter Postal Code | litify_pm__Matter_Postal_Code__c | Text(255) |
postal code where the incident occurred
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| Matter State | litify_pm__Matter_State__c | Picklist |
state where the incident occurred
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| Matter Team | litify_pm__Default_Matter_Team__c |
Lookup(Default Matter Team)
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Yes |
matter team you select for the matter
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| Net Recovery | litify_pm__Net_Recovery__c | Currency(16, 2) |
how much was recovered when you won or settled the case, determined by Litify Actions
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| Notify users when % budget reached | litify_pm__Notify_users_when_budget_reached__c | Percent(3, 0) |
This field notifies users when you have used a certain percentage of the budget
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| Open Date | litify_pm__Open_Date__c | Date |
date the matter record was opened or created
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| Originating Attorney | litify_pm__Originating_Attorney__c | Lookup(User) | Yes |
first Attorney on the Matter (populated automatically with the User who is the original Matter Owner)
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| Pending Date | litify_pm__Pending_Date__c | Date |
date and time when the status was first set to Pending
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| Percent Matter Test | litify_pm__Percent_Matter_Test__c | Percent(18, 0) | |||
| Picklist Multiselect | litify_pm__Picklist_Multiselect__c |
Picklist (Multi-Select)
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| Practice Area | litify_pm__Practice_Area2__c | Formula (Text) |
TEXT(litify_pm__Case_Type__r.litify_pm__Litigation_Type__c)
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| Primary Intake | litify_pm__Primary_Intake__c | Lookup(Intake) | Yes |
the ID of the intake where this matter originated if it was converted from an intake
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| Principal Attorney | litify_pm__Principal_Attorney__c | Lookup(User) | Yes |
principal attorney on this case
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| Referral | litify_pm__Referral__c | Lookup(Referral) | Yes |
ID of related referral record if this matter originated as a referral
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| Retainer Used % | litify_pm__Retainer_Used__c |
Formula(Percent)
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contains the value of this equation: litify_pm__Total_matter_cost__c / litify_pm__Total_Amount_Retained__c
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| Soft Costs | litify_pm__Soft_Costs__c | Currency(18, 0) | |||
| Source | litify_pm__Source__c | Lookup(Source) | Yes |
source of this matter based on the source record
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| Source Type | litify_pm__Source_Type__c | Picklist |
type of the source on this matter based on the source record
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| Stage | litify_pm__Matter_Stage_Activity__c | Lookup(Stage) | Yes |
the stage on the matter plan
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| Status | litify_pm__Status__c | Picklist |
status of the matter. Changing these values from stock may break built-in timestamp fields.
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| Statute Of Limitations | litify_pm__Statute_Of_Limitations__c | Date |
the latest date you can file the case based on the Statute of Limitations records in your Litify org
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| Total Amount Billable | litify_pm__Total_Amount_Billable__c |
Formula(Currency)
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contains the value of this equation: litify_pm__Total_Amount_Unbilled_Expenses__c + litify_pm__Total_Amount_Time_Entries_Unpaid__c
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| Total Amount Billed | litify_pm__Total_Amount_Billed__c |
Roll-Up Summary (SUM Bill)
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roll up summary of the Bill: Amount field
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| Total Amount Due | litify_pm__Total_Amount_Due__c |
Formula(Currency)
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| Total Amount Expensed | litify_pm__Total_Amount_Expensed__c |
Roll-Up Summary (SUM Expense)
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| Total Amount Expensed Due | litify_pm__Total_Amount_Expensed_Due__c |
Roll-Up Summary (SUM Expense)
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| Total Amount Paid | litify_pm__total_amount_paid__c |
Formula(Currency)
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contains the value of this equation: total matter cost field - total amount due field - total amount billable field = total amount paid
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| Total Amount Retained | litify_pm__Total_Amount_Retained__c |
Roll-Up Summary (SUM Retainer)
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| Total Amount Time Entries | litify_pm__total_amount_time_entries__c |
Roll-Up Summary (SUM Time Entry)
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| Total Amount Time Entries Billed | litify_pm__Total_Amount_Time_Entries_Billed__c |
Roll-Up Summary (SUM Time Entry)
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| Total Amount Time Entries Due | litify_pm__Total_Amount_Time_Entries_Due__c |
Roll-Up Summary (SUM Time Entry)
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| Total Amount Time Entries Unpaid | litify_pm__Total_Amount_Time_Entries_Unpaid__c |
Roll-Up Summary (SUM Time Entry)
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| Total Amount Unbilled Expenses | litify_pm__Total_Amount_Unbilled_Expenses__c |
Roll-Up Summary (SUM Expense)
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| Total Calls | litify_pm__Total_Calls__c | Number(18, 0) | # of logged calls | ||
| Total Emails | litify_pm__Total_Emails__c | Number(18, 0) |
# of related emails
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| Total Hours | litify_pm__Total_Hours__c |
Roll-Up Summary (SUM Time Entry)
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| Total Matter Cost | litify_pm__Total_matter_cost__c |
Formula (Currency)
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contains the value of this equation: litify_pm__total_amount_time_entries__c + litify_pm__Total_Amount_Expensed__c
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| Total Matter Value | litify_pm__Total_Matter_Value__c | Currency(16, 2) |
the expected or realized value of the Matter
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| Turn Down Details | litify_pm__Turn_Down_Details__c |
Long Text Area(32768)
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further details you provide when closing a matter and choosing Turn Down via Litify Actions
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| Use same client location | litify_pm__Use_same_client_location__c | Checkbox |
