Custom Field Types and Common Fields

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See below for a breakdown of what “Type” means when creating a new custom field and example common custom fields by practice area.

Note: All users can use custom fields, but only users with administrator permissions can create, edit, or delete custom fields and custom field sets.

Custom field types

When creating new custom fields, you will need to select what type of field will be used. Below is a breakdown of each “Type”:

Checkbox
This is a single checkbox used to record "Yes" or "No" information. Checking the box will record "Yes." Leaving the box blank will record "No." This is useful for status on filings, conflict of interest checks, and more.
Contact Select
This allows you to select a contact that already exists in your account. When selected, a contact’s name will appear hyperlinked.
Date
This field allows you to select a date for a custom field.
Email Address
This will prompt you to enter a valid email address for a custom field. When entered, the email address will appear hyperlinked.
Integer
This is a numerical value field for a custom field.
Matter Select
This allows you to select a matter that already exists in your account. When selected, the matter will appear hyperlinked.
Money
This will prompt you to enter a numerical value with a maximum of two decimal points. Currency characters, such as the $ symbol, are not permitted.
Picklist
This allows you to create a dropdown menu of options. Each picklist option has a 64-character limit.
Text (Multi-Line)
This allows you to enter multiple lines of text up to a maximum of 64,000 characters.
Text (One-Line)
This allows you to enter a single line of text up to a maximum of 255 characters.
Time
This will prompt you to enter a clock time format. You can use 12-hour or 24-hour time.
Web Address
This allows you to enter a website address. When entered, the website address will appear hyperlinked.

 

Custom fields by practice area

Bankruptcy law
Name Type
Case Number Text (One-Line)
Chapter Picklist
Court Contact Select
Judge Contact Select
Trustee Contact Select
Filing Date Date
341 Meeting Date Date
Confirmation Hearing Date
Social Security Number Text (One-Line)
Current Monthly Income Money
Conflict Check Completed? Checkbox
Referral Source Contact Select
Communication Preference Picklist
Special Notes Text (Multi-Line)
Proof of Claim Deadline Date
Objection Date Date
Objection to Discharge Date
Family law
Name Type
Case Number Text (One-Line)
Family Law Case Type Picklist
Court Contact Select
Judge Contact Select
Opposing Party Contact Select
Opposing Counsel Contact Select
Court Case Filed Checkbox
Court Case Filed Case Number Text (One-Line)
Date of Marriage Date
Place of Marriage Text (One-Line)
Date of Separation Integer
Number of Children Picklist
Requesting Child Support Picklist
Custody of Children Preferences Picklist
Reason for Dissolution Text (Multi-Line)
Requesting Spousal Support Picklist
Conflict Check Completed? Checkbox
Communication Preference Picklist
Healthcare Through Employer? Checkbox
Healthcare Employer Provider Text (One-Line)
Special Notes Text (Multi-Line)
Wills and estate planning
Name Type
Case Number Text (One-Line)
Social Security Number Text (One-Line)
Date of Birth Date
Date of Death Date
Employer Text (One-Line)
Position Text (One-line)
Communication Preference Picklist
Referral Source  Contact Select
Property Description Text (One-line)
Property Address Text (Multi-Line)
Property Owner Contact Select
Property Market Value Currency
Life Insurance Type Picklist
Life Insurance Policy Owner Contact Select
Life Insurance Beneficiaries Text (Multi-Line)
Life Insurance Total Value Currency
Guardian for Minor's Name Contact Select
Guardian Relationship Text (One-Line)
Personal injury
Name Type
Case Number Text (One-Line)
Opposing Party Contact Select
Opposing Counsel Contact Select
Judge

Contact Select

Court Contact Select
Insurance Claim Number Text (One-Line)
Adjuster Contact Select
Date of Incident Date
Injuries Text (Multi-Line)
Damages Sought Money
Filing Date Date
Marital Status Picklist
Conflict Check Checkbox
Referral Source Contact Select
Settlement Amount Money
Personal Injury Type Picklist
Criminal law
Name Type
Case Number Text (One-Line)
Prosecutor Contact Select
Judge Contact Select
Court Contact Select
Charges Text (Multi-Line)
Date of Incident Date
Location of Alleged Crime Text (One-Line)
Witnesses to Alleged Crime Text (Multi-Line)
Arresting Officer Contact Select
Arrest Date Date
Time of Arrest Text (One-Line)
Arraignment Date Date
Bail Bond Amount Money
Plea Picklist
Jury Trial Checkbox
Court Appointed Checkbox
Conflict Check Checkbox
Employed? Checkbox
Employer Text (One-Line)
Length of time with employer Text (One-Line)
Education? Picklist
Criminal Record? Checkbox
Family Law Case Type Picklist
Outcome Picklist
Commercial law
Name Type
Case Number

Text (One-Line)

Opposing Party Contact Select
Opposing Counsel Contact Select
Judge Contact Select
Court Contact Select
Retainer Money
Court Appointed Checkbox
Communication Preference Picklist
Referral Source Contact Select
Special Notes Text (Multi-Line)
Insurance law
Name Type
Case Number  Text (One-Line)
Opposing Party  Contact Select
Opposing Counsel  Contact Select
Judge  Contact Select
Court  Contact Select
Insurance Claim Number  Text (One-Line)
Date of Incident  Date
Marital Status  Picklist
Conflict Check  Checkbox
Referral Source  Contact Select
Special Notes  Text (Multi-Line)
Business law
Name Type
Case Number  Text (One-Line)
Opposing Party  Contact Select
Opposing Counsel  Contact Select
Judge  Contact Select
Amount in Dispute  Money
Contingency  Checkbox
Retainer  Money
Originating Attorney  Contact Select
Conflict Check  Checkbox
Referral Source  Contact Select
Communication Preference  Picklist
Special Notes  Text (Multi-Line)
Tax laws
Name Type
Case Number  Text (One-Line)
Referral Source  Contact Select
Innocent Spouse  Checkbox
Special Notes  Text (Multi-Line)
Immigration law
Name Type
Case Number  Text (One-Line)
Court Date Deadlines?  Checkbox
Alien Number  Text (One-Line)
Country of Citizenship  Text (One-Line)
Language Spoken  Text (One-Line)
Marital Status  Picklist
Date of Birth  Date
Current Immigration Status  Picklist
Date of Last Entry to US  Date
Port of Entry  Text (One-Line)
G-28 Filed  Checkbox
Special Notes  Text (Multi-Line)
Corporate law
Name Type
Case Number  Text (One-Line)
Opposing Counsel  Contact Select
Employer Identification Number  Text (One-Line)
Primary Contact  Contact Select
Shareholders  Text (Multi-Line)
Conflict Check  Checkbox
Communication Preference  Picklist
Originating Attorney  Contact Select
Referral Source  Contact Select
Special Notes  Text (Multi-Line)
Civil litigation
Name Type
Case Number Text (One-Line)
Opposing Counsel  Contact Select
Judge  Contact Select
Court  Contact Select
Circuit  Picklist
Filing Date Date
Date of Incident  Date
Next Court Date  Date
Insurance Claim Number  Text (One-Line)
Conflict Check  Checkbox
Contingency  Checkbox
Retainer  Money
Referral Source  Contact Select
Special Notes  Text (Multi-Line)
Administrative law
Name Type
Case Number Text (One-Line)
Opposing Counsel Contact Select
Judge Contact Select
Cout Contact Select
Social Security Number Text (One-Line)
Date of Birth Date
Referral Source Contact Select
Conflict Check Checkbox
Contingency Checkbox
Communication Preference Picklist
Special Notes Text (Multi-Line)
IP law
Name Type
IP Type Picklist
IP Service Type Picklist
Sole Owner / Claimant of Property Picklist
Other Owner/Claimant Contact Details & Description of Interest Text (Multi-Line)
Dates & Places of Prior/Attempted Registration Text (Multi-Line)
Related Company Name Text (One-line)
Related Company EIN Text (One-line)
Real estate law
Name Type
Property Address Text (Multi-Line)
Closing Date Date
Date of Contract Date
Date of Commitment Date
Escrow Amount Money
Title Check Completed Checkbox
Communication Preference Picklist
Special Notes Text (Multi-Line)

 

 

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