Custom Fields

Overview

Custom fields hold the case details your firm records on every matter: the court, a case number, the opposing party, a filing deadline. They appear on the matter's Overview tab under Case details, and you can filter the matters list and board by them.

Settings → Custom fields

Firm Admin → Settings → Custom fields

Setting	Details
Label	What staff see, for example "Court"
Key	Generated from the label. It can be edited until the field is saved, then it is locked because filters and Smart Form mappings use it
Type	Short text, long text, number, date, dropdown, single choice or checkbox. Locked once any matter has a value
Practice areas	All practice areas, or only the ones you tick
Options	For dropdown and single choice. Options can be reordered and retired, never deleted, so old matters keep their value
Required	Checked the next time a matter is saved, never on existing matters
Pin to board cards	Up to two fields show on each board card

Archive hides a field from matters but keeps every value, read-only. Archived fields are listed under Archived (N) with Restore.

Filling fields

• Staff edit values inline on the matter's Overview tab. Each value shows where it came from (a Smart Form or a staff edit) and when.
• From a Smart Form: in the form builder, select a question and pick the matching field under Case details → Fill case detail. When staff accept a submission, the answers are copied onto the matter, and the activity history lists what was copied and what was not (for example a date that could not be read).

Filtering

On Matters, both the list and the board have a Custom field filter: pick a field and a value.

Best Practices

• Add only what you record on most matters. Rare details belong in notes.
• Prefer dropdowns to free text for anything you want to filter by, such as the court.
• Pin the one or two fields your team scans the board for.