Practice Areas

Practice areas categorise your matters and unlock practice-specific configuration.

To add a practice area:

1. Go to Settings → Practice Areas.

2. Click New Practice Area.

3. Enter:

   • Name (e.g. "Residential Conveyancing")

   • Code (2–10 uppercase letters, e.g. "RCONV")

   • Description

   • Default billing type for this area

   • Colour (for UI display)

4. Click Save.

Each practice area can have its own:

• Critical date template groups

• Custom field sets

• Default document templates

• Default task templates