Understanding Custom Fields

Custom fields are a powerful feature that can help you efficiently organize and manage data in Lawcus without overwhelming your database.

Why Use Custom Fields?

Custom fields help optimize data management by enabling you to:

Organize Information: Tailor data collection to your practice needs.
Personalize Records: Store unique details for deeper insights.
Streamline Access & Analysis: Sort and analyze data effortlessly.

Pro Tips for Custom Fields

Custom Field Groups: Organize related fields efficiently.
Custom Field Order: Set a logical sequence for easier navigation.
Importing Data: Save time by importing fields via CSV.
Field Varieties: Choose from checkboxes, dates, numbers, and more.
Default & Required Fields: Ensure consistent data entry.
Editing & Deleting: Modify or remove fields as needed.

Create Custom Fields for Matters

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 Icon on the top-right corner and select Settings.
Click and expand Firm Settings section and click on Custom fields.
Navigate to and click the Matter Custom Fields tab and click Add.
Enter the Desired Title for your new custom field in the Name Field and choose the Field Type, such as picklist, checkbox, date, number, text, etc. The field type will help you enhance the data collection with more accuracy.
Check the Default checkbox if you want the custom field to always appear, and/or the Required checkbox if it should be mandatory.
Click Create Custom Field to save your custom field.

Filter Matters by Custom Field

In Lawcus, filtering matters by custom fields is a common and valuable feature. It allows users to organize and categorize matters based on specific criteria defined by custom fields. Users can also sort and view matters based on these custom criteria. This functionality helps users view matters based on particular parameters that are important to their practice.

Steps to add filter matter by custom fields

Navigate to Matters from the left side menu.
Then click the Filter option and choose the desired Custom Field, Operator & Search Options.
It will quickly filter the matters with the match value.

Note that you must create custom fields and apply them to matters to filter the desired matters on a later stage.

Create a Custom Field for Contacts

In Lawcus, you have the flexibility to customize contact fields according to the unique requirements of your law firm, practice areas, and locations. This article will guide you through the process of creating a contact custom field, allowing you to collect additional details about your contacts effectively.

Steps to create a contact custom field in Lawcus

Click your User Avatar on the top-right and select Settings.
Go to the Firm Settings section and click Custom Fields.
Navigate to the Contact Custom Fields tab and click Add.
Enter the new custom field title in the Name field and choose the Field Type.
Check the Default checkbox to make the field always appear and/or the Required checkbox to make it mandatory.
Click Create Custom Field to save the new custom field.

Arrange the Order of Custom Fields

Lawcus allows you to customize and organize your matter information by setting the order of your custom fields. This feature enables you to tailor your workspace according to your workflow needs.

Steps to set the order of custom fields

Click your User Avatar on the top right, then select Settings.
In the left navigation panel, click Firm Settings and choose Custom Fields.
Go to the Matter Custom Fields tab.
Click Modify Order.
Drag and drop the custom fields to rearrange their order.

Import Custom Fields

Transitioning from a previous software to Lawcus, or you have a readily prepared custom field list, importing your custom fields is pretty easy.

Steps to Import Custom Fields

Go to Custom Fields.
Click on the Import from CSV option.
Click on the Import from CSV option once again on the pop-up, and select your file to import.

Note: When you click on Import from CSV for the first time, you will see all column names that need to be on the CSV file. You need to prepare a CSV file and add your custom field details using these headers.

Set a Custom Field as Default and/or Required

Custom fields in Lawcus can be tailored to your specific needs, allowing you to gather and organize information according to your preferences. You can set certain custom fields as required to ensure that your team members always complete them. Similarly, you can also set-up default custom fields. This ensures consistency and saves you time when creating new records.

Steps to set a Custom Field as Default or Mandatory

Click your User Avatar in the upper-right corner, and choose Settings from the drop-down menu.
Find and select Custom Fields from the left navigation panel in the Firm Settings menu. This takes you to the Custom Fields management page.
On the Custom Fields page, locate and click Add. A dialog box will appear where you can enter your desired custom field Name.
Select the appropriate Field Type from the available options. This ensures your custom field captures the right type of information.
To make this custom field your default option, check the Default box or to make the custom field mandatory for data entry, check the Required box.
Once you've configured the field name, type, and default status, click Update Custom Field. This action saves your settings.

Delete Custom Fields

Follow the steps below to delete the unwanted Custom Fields.

Go to Custom Fields.
Locate the Custom Field you want to delete and click on the Trash Icon next to it.
It will ask for confirmation. Click on Yes to confirm