Custom matter fields in Lawcus allow you to gather additional data about your matters, enhancing the information available in your account. Creating custom fields is the perfect solution if a specific data field important to your practice area is missing by default on a matter data form.
Steps to create custom fields for matters
Click on your
Avatar Iconon the top-right corner and selectSettings.Click and expand
Firm Settingssection and click onCustom fields.Navigate to and click the
Matter Custom Fieldstab and clickAdd.
Enter the
Desired Titlefor your new custom field in theName Fieldand choose theField Type, such as picklist, checkbox, date, number, text, etc. The field type will help you enhance the data collection with more accuracy.
Check the
Defaultcheckbox if you want the custom field to always appear, and/or theRequiredcheckbox if it should be mandatory.Click
Create Custom Fieldto save your custom field.