Kelley Howell, Consultant Manager, LexisNexis:
We have many training sessions, online videos and help and of course conferences and they all include the ever popular topic of gathering data, creating custom data fields and reporting on it all.
Let’s start off from the beginning; how do you know or decide what custom fields to add to your matter screen?
The best advice we can give is to begin with the end in mind, ask yourself:
If you need sample guides around what other customers configure, just ask your CounselLink account manager or business consultant for a copy of our standard matter templates which include custom field examples for specific types of matters.
Now you have your list of fields you would like, how are they going to look?
There are many options when it comes to creating fields in CounselLink. And did I mention that you can create these fields yourself!? Check out the how-to video on LexisNexis University. Or our help files if you prefer looking at documentation.
Some field types include open text, drop down lists, radio buttons, email addresses, percentages, etc.
Not only do you get to pick the type of field you want to set up, you can also make these fields dynamic based on other criteria. A couple of good examples of rules you can create are:
We talked about matter related custom fields, but what about other areas to include custom fields in?
Think about if fields at any of these levels would be valuable to your set up; matter, matter close/disposition, invoice, contact, matter participant, law firm and law firm office levels. Matter close/disposition is an often overlooked category but can help capture important data at the time the matter is closed out. How about a rating for your primary law firm on the matter?
Do you have any tips before I get started?
A few things our CounselLink consultants and customers have run into and shared are:
Have fun customizing your pages!