Custom Fields

Every law firm is unique. Your CRM should be too. Lawmatics Custom Fields allow you to capture the exact data you need—whether it’s “Incident Date” for PI or “Asset Value” for Estate Planning—and use it to power your practice.

Unlimited Flexibility

Create fields for any type of data you collect.

• Field Types: Text, Date, Number, Dropdown, Checkbox, Currency, and more.
• Matter vs. Contact: Distinguish between data about the person (Birthday) and data about the case (Court Date).
• Practice Area Specific: Show specific fields only for relevant case types (e.g., hide “Divorce Date” for a Criminal Defense matter).

Powering Automation

Data isn’t just for storage; it’s for action.

• Conditional Logic: Trigger different emails based on a field’s value (e.g., “If State = NY, send New York specific guide”).
• Document Merging: Automatically populate contracts and letters with data from your custom fields.
• Pipeline Routing: Automatically route high-value cases to senior attorneys based on a “Case Value” field.

Reporting & Segmentation

Slice and dice your data for deeper insights.

• Advanced Filtering: Create lists of clients based on any custom criteria (e.g., “All clients with ‘Trust’ value > $1M”).
• Custom Reports: Build reports that track trends in your specific data points over time.
• Audience Segmentation: Send targeted marketing campaigns to groups defined by your custom fields.