When Should I Use Custom Fields?
Custom Fields can be created for any Matter or Contact information you would like readily available.
Custom Matter Fields will show in the top right-hand portion of the Matter page so you can see the information at a glance.
Custom Contact Fields will show at the bottom of the Contact window.
How Do I Create Custom Fields?
Custom fields can be created from the Custom Fields tab of Firm Settings. To add new fields click the plus button on the black action bar and select which section you’d like to create the field(s) for. Custom Matter Fields can be created for all ...
How Do I Have Custom Fields Show in Every Matter?
If you would like custom fields to show in every Matter regardless of Practice Area, you must add them to the All Practice Area option. Simply go to Firm Settings Custom Fields Here you can select All Practice Areas option from the dropdown list.
How do I Create Custom Matterscapes?
Matterscapes gives you a custom view of all your matter records by whichever matter or custom field you would like to filter by and or add to view in the columns. To create a Custom Matterscape: Go to the Matter List and select "Preview Custom ...
How do I use Document Automation?
Document Automation will allow you to create Document Templates in Microsoft Word with Merge Fields for matter specific information. For every Matter, you will be able to generate a Document and fill in the matching information with a few clicks. If ...
How Do I Share Intake Forms With My Clients?
Once you have created your Intake Form, you are able to share the form with your clients via email and a shareable link as well as filling it out yourself if they are in your office. To share the form: Go to the Matter in which you would like to ...
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