Easily create Custom Fields in your cases to collect data from clients. These fields can be used to merge data into your documents, texts, client portals, and more!
First, go to My Account Settings > Firm Details > Custom Fields > +New Field. You can create your custom fields using available SALI fields or simply create your own.
Next, depending on the type of data you'd like to collect, select your option from the Field Type dropdown.
Different field types will have different forms of entry. For example, if you select the Dropdown Field type, you can then add multiple options to your dropdown. Simply click "Add New Option" to add more.
Then, enter your Field Name. You will see a preview appear on the right-hand side. This will show you exactly how the field will appear in your cases.
You can also nest fields within fields. Do this by clicking the icon within your Option Name.
Once you have completed creating your Custom Fields, you can see them in action in your cases! You can find them in their special section on the left-hand side titled, Custom Fields:
***Note: If you are viewing a Bankruptcy case, the custom fields will appear in Case Dashboard > Quick Info
You can then use these custom fields to merge data with our other features such as Doc Creator, NextMessage, MyChapter!