How to Customize the Matter Creation Form

Objectives

• Configure and customize the Matter Creation Form based on practice area and category

Steps

The Matter Configuration settings allows administrators to streamline matter creation by adding, reordering, hiding, or making fields mandatory.

1. Open Matter Configuration Settings

• Navigate to System Settings.

• Go to Matter Configuration Settings under the Matters section.

Here you will find all default and customized forms organized by practice area and category.

By default, Cases and Matters include a standard configuration that contains all system fields and custom fields, similar to the original form setup.

You can:

• Edit an existing configuration

• Delete a configuration

• Clone a configuration to reuse it with modifications

To create a new configuration, click Add Configuration.

2. Select Category and Practice Area

When creating a new configuration:

1. Select the Category where the configuration will apply:

   • Corporate Matter

   • Litigation Case

2. Choose the relevant Practice Area.

Understanding the Configuration Page

The configuration page is divided into three main sections.

Section 1: Pages (Form Tabs)

This section displays the pages (tabs) that appear on the side when creating a matter.

Each page contains a group of fields that users must complete during matter creation.

Examples include:

• General Info

• Date & Time

• People

• Custom Pages created by the users.

Page Options

You can:

• Reorder pages by dragging them using the box-shaped dots next to the page name.

• Show or hide pages by clicking the eye icon.

  • If the eye icon is crossed, the page is hidden from the creation form.

• Add new custom pages if additional sections are required.

Section 2: Form Fields

This section displays the fields associated with the selected page from Section 1.

When you switch between pages, the list of fields updates accordingly.

Field Configuration Options

From this section, you can:

• Remove fields that are not required  

• Edit field properties, including:

  • Adding a description to guide users

  • Setting the field as required or optional

  • Controlling field visibility

• Setting a default value: By just filling out the fields here. If a default value is defined in the configuration, it will automatically populate when a matter is created.

Bulk Field Configuration

You can also configure multiple fields at once by clicking the three-line menu at the top of this section, which opens a window to manage field properties in bulk.

Section 3: Field Library

The third section on the right contains all available fields that can be used in the form.

Fields are divided into:

• Matter Fields (system fields)

• Custom Fields

Each category includes:

In Use Fields

These are the fields currently included in the form.

You can remove a field from the form by clicking the Refresh icon, which retrieve fields back from the form.

Remaining Fields

These are fields defined in the system but not yet added to the form.

You can:

• Add a field individually by clicking the plus (+) icon

• Add all available fields at once using the Add All option

If additional fields are required, you can create new custom fields directly from this section and immediately include them in the form configuration.

Result

Once configured, the customized form will appear when users create a new Matter or Case under the selected practice area and category, ensuring a structured and streamlined data entry process.

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!