- Select Firm Settings from the drop-down menu beside your avatar.
- Select Custom Fields & Intake Forms from the menu bar and click Custom Fields from the expanded menu to display the list.
Click the Add/Edit Fields link next to All Practice Areas to display the New Matter Custom Fields modal.
All Practice Areas is automatically selected in the Select Practice Area field.
- Select which Type of field you would like to customize under the Add new field tab. These can be edited under the Edit field tab.
Enter a name in the Label field and complete the other fields as desired.
- Remember to click SAVE to save your changes.