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Adding Recommended Forms to Your Matter

Once you have generated AI recommendations or found forms through browsing, you can add them to your matter for tracking purposes.


šŸ¤– From AI Recommendations

  1. In the Form Library sub-tab, review the forms under "Suggested for this estate."

  2. Click on individual forms to select them, or use Select All.

  3. Click Add Selected (the button shows the count, e.g., "Add Selected (5)").

  4. The forms are added to your Matter Forms list with a status of Not Started.


šŸ“‘ From the Form Library

  1. In the Form Library sub-tab, scroll past the AI recommendations to see "Other Forms" for your jurisdiction.

  2. Click Add next to any form you want to track.

  3. The button changes to Added once the form has been added to your Matter Forms.


ā€‹šŸ’” Note: If county-specific forms are available but no county has been set on the matter, a notice will prompt you to set the county in matter settings to access those forms.
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šŸ’¬ Need Help?


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