Services

What a service is

A service is a reusable product or legal offering your firm sells, such as an initial consultation, trademark application, or non-provisional patent application.

Services provide consistent names, prices, fee types, and taxonomy mapping when they are added to matters or synced from another system.

Create a service

1. Open Settings > Services.
2. Click Add Service.
3. Enter the Name. This is the only required field.
4. Add an optional description.
5. Enter the default Price.
6. Choose the Fee Type:
   • Contingency
   • Hourly
   • Flat Fee
   • Retainer
   • Hybrid
7. Choose the Billing Frequency:
   • One-Time
   • Monthly
   • Quarterly
   • Annual
8. Review the Webhook Service Value.
   • Leave it blank to generate a stable value from the name.
   • Enter the code used by an external system when that code must stay unchanged.
9. Choose a Sub-Practice Area when the service should contribute to service-level attribution and lifetime-value reporting.
10. Click Create Service.

Add a service to a matter

1. Open the matter.
2. Find Services.
3. Click Edit.
4. Choose a service from the catalog.
5. Adjust the quantity or price for this matter if necessary.
6. Finish editing. Existing matters autosave the line item; new matters keep it with the draft until Create Matter is clicked.

The catalog's default price is a starting value. Changing a price on one matter does not change the service's default price.

Service price vs. matter value

When a matter has service line items, Superpractice calculates the matter's reportable value from the line items:

service price × quantity

If there are several line items, their subtotals are added together. The matter's single estimated value is used only when no line items exist.

Map a service to a sub-practice area

1. First select the firm's broad practice areas and any desired sub-practice areas under Settings > General.
2. Open Settings > Services.
3. Either create/edit a service or use the Sub-Practice Area picker in the service list.
4. Select the most specific offering that accurately describes the service.

The middle taxonomy group is filled automatically. For example:

Practice area: Intellectual Property
Service group: Patents
Sub-practice area: Provisional Patents
Service: Provisional Patent Application — Software

Do not force a generic service such as "Miscellaneous Fees" into a specific sub-practice area unless the fee truly belongs there.

Webhook service values

The Webhook Service Value is the stable identifier an external system sends as:

{
  "lineItems": [
    {
      "serviceValue": "provisional_patent_application",
      "quantity": 1
    }
  ]
}

Use the copy button beside a service to copy its value. If an external CRM uses a different product name or code, map that incoming value under Settings > Integrations instead of renaming the Superpractice service repeatedly.

See Matter webhooks for the complete payload.

Edit or delete a service

• Click the pencil icon to change the catalog name, description, price, fee type, billing frequency, webhook value, or taxonomy mapping.
• Click the trash icon to delete a service.

Deleting a service does not erase the name and price already stored on existing matter line items. Those historical line items keep their data.

Recommended setup order

1. Configure broad and sub-practice areas.
2. Create the services your firm actively sells.
3. Map each specific service to a sub-practice area.
4. Configure webhook or CRM product mappings.
5. Test one matter with one or more line items.
6. Confirm the matter total and revenue reporting.

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