Custom Fields

Custom fields let you capture practice-specific data on matters and contacts without any code changes.

Creating a custom field

1. Go to Settings → Custom Fields.

2. Click New Field.

3. Set:

   • Field name (e.g. "Property Address")

   • Field type: Text, Number, Date, Yes/No, Dropdown, or Contact Link

   • For dropdown fields, add the available options

   • Whether the field is required

4. Assign the field to a Field Set (a group of related fields).

5. Click Save.

Field Sets

Field sets group related custom fields together. Assign field sets to:

• A practice area (so they appear on all matters in that area)

• A specific matter template

• Individual matters manually

Custom fields on matters

Custom field values appear in the Matter Data tab of each matter. Required fields that have not been filled in are highlighted.