Fields
Fields are the pieces of data every matter of this type captures — its title, application and filing numbers, key dates, fees and status flags. On the Fields section you define what is tracked, choose each field's data type, mark the dates that are deadlines, and organise everything into categories. What you set up here becomes the data fields a fee-earner fills in on the matter screen.
The fields list
Each row is a field. The columns show its Name, its Type (as a coloured badge), the Categories it belongs to, its Variable — the merge token you can drop into templates, such as ${field.Title} — and an Enabled toggle. A date that is also a tracked deadline carries a red Deadline badge. Click any row to edit the field; use the show-disabled toggle to reveal fields you have switched off.
Adding a field and choosing a type
Click + Add Field and pick the data type first — this determines how the field behaves and is entered:
- Line of Text — a single line, for names, numbers and short references.
- Block of Text — a longer, multi-line note.
- Number — a numeric value, such as a fee.
- Date — a calendar date, which you can also mark as a deadline.
- Relative Date — a date computed as an offset from another date field (for example, 30 months after the filing date).
- Choice — a pick-list of predefined options.
- Image — an uploaded image.
The inline editor then opens pre-set to that type, where you name the field and configure the rest.
Date fields and tracked deadlines
When editing a date field, turn on Is Deadline to have it appear in the Deadlines dashboard view and be tracked for overdue warnings — this is how filing deadlines drive reminders and the header badge. Pin to Top shows the field prominently under the matter title for high visibility, and Enabled controls whether it is in use.
Building a choice field
For a Choice field, use the Choices builder to add options one at a time, or paste a comma-separated list (for example, Australia, United States, United Kingdom) to add many at once. You can remove options individually or clear them all, and set a Default Choice that is pre-selected on new matters.
Converting a field's type
Chose the wrong type? Use the Convert control in the field editor to change it. Only conversions that preserve your data are offered — the list depends on the current type — and existing values on every matter are migrated automatically. Converting to a Choice field can even populate the option list from the distinct values already recorded. You are told how many values were migrated.
Organising fields into categories
Categories group related fields (Deadlines, Fees, National Phase and so on) so the matter screen stays tidy. Add or remove category chips directly on each field, or edit them in the field editor. To organise a large set quickly, use Auto assign categories — the AI reads your field names, reuses existing categories where sensible, and buckets everything for you. Confirm the prompt to run it. This requires AI to be configured for your organisation.
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