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 Matters by selecting the All Practice Areas option. If you’d like to create the fields for only one Practice Area, select it from the drop down.
Next, you will select the type of field you’d like to add and label it accordingly (e.g. Social Security Number).
Depending on the type of field you are adding, you can customize options such as field size and minimum/ maximum character length. Once you are finished creating the custom fields, click Create at the bottom of the page.
IDEA: If there is a detail of the Matter you find yourself digging through notes to find, create a custom Matter field for it so it is readily available.
Custom Fields can be used to help create merge fields for the purposes of document automation.
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