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Adding a Form to Matter Forms Table

You can browse the catalog of forms available for your matter's jurisdiction.


🔍 How to Browse Forms
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  1. Open the matter and navigate to the Forms tab.

  2. Click the Browse All sub-tab.

📋 What You'll See


The forms catalog includes:
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  • State-level forms — Specific to the matter's state (Massachusetts, Ohio).

  • County-level forms — Specific to the matter's county where available (e.g., Cook County, Illinois).


Each form shows its form number, name, and a View button that links to the official government source for the form.

➕ Adding Forms to Your Matter Forms table
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  1. Click the Add button next to any form

  2. Click the Added button or navigate to the Matter Forms tab

📢 Bulk Adding Forms Using Form Recommendations, learn more here

💬 Need Help?


Use the chat bubble in the lower-right corner of EstateMin or email [email protected] for support.

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