How to Set Default and Additional States

You can set a default state and additional states in Account Settings. The default state is pre-selected when linking a new matter, and additional states appear at the top of the state picker for quick access.

📍 How do I set a default state?

1. Go to Account Settings and scroll to the Matter Defaults section.
2. Under Default state, select your firm’s primary state from the dropdown.
3. Click Save Matter Defaults.

➕ How do I add additional states?

If your firm handles matters in more than one state, you can add additional states so they appear at the top of the state picker when linking a new matter.

1. Under Other states, click the + button or the Add state dropdown.
2. Select a state from the list.
3. Repeat for any additional states your firm handles.
4. Click Save Matter Defaults.

To remove an additional state, click the X next to the state tag.

💡 Good to Know

• The default state is pre-selected when linking a new matter but can always be changed.
• Additional states appear at the top of the state picker, making it faster to select the right jurisdiction.
• You can also set a default matter type in the same section, which pre-selects the matter type when linking a new matter.

💬 Need Help?

Use the chat bubble in the lower-right corner of EstateMin or email info@estatemin.com for support.