Objectives:
- Rename and customize Matter or Litigation default fields
Steps:
Some fields within Matters and Litigation Cases can now be renamed to better suit your organizational needs, allowing for a more intuitive user experience.
For example:
- The system’s default fields like Arrival Date, Reference Number, Client, Opponent, etc., can now reflect terms that align with your business. If your organization doesn’t use “Client” but refers to this role as “The Plaintiff,” or if “Arrival Date” should be “Case Date,” you can make these adjustments.
Previously, you may have created additional custom fields to achieve this. Now, instead of duplicating fields, you can simply rename the original field.
Supported Fields for Renaming
Below is a list of fields available for renaming at the Matter and Litigation level:
| Litigation /Corporate Fields |
|---|
| Name |
| External/Court Reference |
Important Development |
Assignee |
Practice Area |
Arrival Date |
Client Name |
Client Position |
Value |
Recovered Value |
Judgment Value |
Opponents |
Opponent Position |
Internal Reference Number |
Add Additional Opponent |
+Client Position |
+Opponent Position |
Opponent Name |
Opponent Foreign Name |
Client Foreign Name |
How to Get Started
To customize any of these fields in your instance, please contact us. We’ll help configure the renaming based on your requirements to keep your workflows clear and organized.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
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