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
Custom fields can be connected to questions on intake forms in order to streamline data entry. Instead of having to re-type the information into custom fields, your clients can fill out an intake form which is connected to the custom fields, and the custom fields will populate with values instantly once the form has been submitted.
It's important to understand that there are a few rules you must follow when setting up your questions to connect to custom fields. Not all custom field types are supported, and if the custom field does not match with the question type, it will not show up as an option to connect to.
Below are the 4 types of custom fields which are supported in the form builder, along with the types of questions they can be connected to:
|Custom Field Type||Possible Question Types|
|1) Single line text||Connects to "single line text," "multiple choice," or "dropdown" questions|
|2) Paragraph text||Connects to "paragraph text" questions|
|3) Date||Connects to "date" questions|
|4) Checkbox||Connects to "yes or no" questions|
Unfortunately, all other types of custom fields, such as dropdowns, money fields, etc. are currently unable to connect to questions on the form builder.
However, you can update your custom field types and use single line text instead in order to connect to one of the other types of questions
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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