Data on a matter

Information collected through a transaction can be saved back to a matter through the use of data markers.

Tip

This information can then be automatically recalled in your templates, forms and reported on!

These data markers are accessible in the following places on a matter:

• The data tab
• A stakeholder’s contact card
• A data collection task

The Data tab

The Data tab of a matter contains the custom fields related to that transaction.

Custom fields allow you to collect and save matter specific information.

To view a custom field:

1. Navigate to the D ata tab of a matter
2. Use the search bar to find a custom field by a keyword
3. Expand the group the custom field is saved under

Tip

Groups organise the data on a matter, making it easier to find the fields you are looking for. These groups are defined within the matter template.

2. The custom field will be listed on the right hand side, formatted as: {{keyword.keyword}}
3. The data will be saved on the left hand side

Note

Data can be added at any time. Either manually via the data tab or automatically via your forms and templates.

Some of these custom fields may also be pinned to the top left hand side of a matter:

These fields will either show:

• A value, if data has been applied
• “Set”, if data is not yet available

To input new data, select the blue text field and you will be taken to the relevant custom field within the matter.

Note

Pinned fields are configured within the matter template.

Stakeholder’s contact cards

A stakeholder’s contact card contains the contact fields related to that stakeholder.

Contact fields allow you to collect and save information about that stakeholder.

To view a contact field:

1. Select Edit on the relevant stakeholder’s contact card
2. Expand the group it’s saved under

Tip

Groups organise data on a contact card making it easier to find the fields you are looking for. These groups are defined within your contact settings.

3. The contact field will be listed on the right hand side, formatted as: {{stakeholder.keyword.number.keyword}}
4. The data will be saved on the left hand side

Note

Data can be added at any time. Either manually via the stakeholder’s contact card or automatically via your forms.

Data Collection Tasks

A data collection task allows a user to add or modify information against a pre-defined matter or contact field.

Tip

This is great way of ensuring required data is added to a matter at any point in it’s journey!

Configuring a Data Collection Task

1. Visit Settings > Matters
2. Select the Workflow tab
3. Create a new task or edit an existing one

Note

This can be applied to milestone or subtasks.

4. Select Data Collection from the type of tasks provided
5. Provide the task with a name
6. Edit Fields to choose the matter and/or contact fields that the user should be able to access
7. Complete the remaining task settings as required

Using a Data Collection Task

1. Within a matter, select the data collection task from the matter’s workflow
2. Add or modify the data as required
3. Confirm

Note

If the Data Collection task has a Fee Earner or Supervisor permission applied, and the user completing the task does not have the required permission, the data changes will be saved but the task will remain incomplete.