Custom fields allow users to add additional details to their contacts and matters through the use of a variety of custom field types. Common custom fields used in a law firm may include:
- Date of birth
- Marital status
- Spouse & family member names
- Upcoming court dates
- Previous arrests that may be relevant to a pending matter
- Incident dates
- Asset values
- Any other information you need to reference frequently, store, or automate into a document
can be collected in custom fields so that the information gathered in Lexicata can be customized to your workflow. Custom fields can also be linked to questions on forms so that the information can be input by the contact when they fill-out their intake forms.
Managing Custom Fields
Custom fields can be created, edited, imported, and deleted on the Custom Fields tab within the settings page.
Contact vs. Matter Custom Fields
There are two categories of custom fields: Matter and Contact. Contact custom fields are those that pertain to the contact and are not likely to change from case to case. Example of these include birth date, driver's license, spousal information etc. Matter custom fields are are those are relevant to the matter or case. Some examples of these include upcoming court dates, date of incidence etc. Custom fields will appear on contact or matter pages depending on their category.
Custom Field Types
- Single Line Text: A short text field
- Paragraph Text: A larger text field that can accommodate large paragraphs
- Checkbox: A simple yes/no checkbox
- Dropdown: A dropdown that contains custom options
- Date: A date field picker
- Integer: A number field
- Money: A currency formatted number field
- Email: An email validated text field
- Contact Select: A dropdown of your Lexicata contacts
Importing From Clio
If you are going to be exporting matters and contacts to Clio and want your custom fields to sync across both platforms then you will need to import your custom fields from Clio into Lexicata. You can find out how to do this here. When your Custom fields are synced, you will be able to enter values for custom fields in Lexicata and have them populate in Clio when the matter or contact is exported over.
Inputting Custom Fields
Inputting custom fields can be done in a variety of ways.
Matter or Contact Page: Fields and values can be added manually to any matter or contact via the details section. Find out more here
Forms: Custom fields can input by the contact via a form. Find out more here
Quick Intake: Both matter and contact custom fields can be added to the quick intake form to be more readily accessible when creating a matter. Find out more here
Connecting Custom Fields to Forms
Custom fields can be connected to questions on forms to allow contacts to enter the information for you and have the custom fields populate with values once the form has been submitted. To find out how to connect form questions to custom fields see our article on how to connect custom fields to form questions.
There are a few rules to follow when setting up your forms to custom fields. They are outlined below:
- Single line text custom fields: can connect to single line text, multiple choice, or dropdown questions
- Paragraph text custom fields: can only connect to paragraph text questions
- Date custom fields: can only connect to date questions
- Checkbox custom fields: can only connect to yes/no questions
All other types of custom fields, such as the currency custom field, are currently unable to connect to questions on the form builder
Document Automation with Custom Fields
Users can add custom fields to document templates to have those fields automate documents when they are prepared. As long as the custom field is in the template and the custom field has a value, that information will get automatically pulled into the document. Find out more here Custom fields can be entered into a text editor document template via the contact and matter field dropdowns. For PDF documents, the custom fields must be selected before the creation of the PDF template
Exporting To Clio
When exporting a matter or contact to Clio all the Clio custom fields that have values will export over to Clio. If the custom field is blank or was not imported from Clio then the custom field will not get exported.
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