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?
Go to Account Settings and scroll to the Matter Defaults section.
Under Default state, select your firm’s primary state from the dropdown.
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.
Under Other states, click the + button or the Add state dropdown.
Select a state from the list.
Repeat for any additional states your firm handles.
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.