About Custom Matter Data and Data Collections

Modified on Thu, 14 Aug at 2:18 PM

You can use custom data fields to collect and store information unique to a matter. For example, with a conveyancing matter, perhaps you want to record settlement dates. Or for a divorce case, you want to record both cohabitation and separation dates. You can do this using a custom data field.

When creating custom matter data fields, you must first create a data collection. Then, you can create the fields that will be used in the collection.

Custom data collections are associated with specific matter types. Admins can create them in the Admin section of Actionstep Practice Management. For help setting up custom data collections, see these articles:

Once created, custom data collections appear along the top menu bar of your matter.

When you click one of these collections, you can then edit the individual data fields for that collection:

NOTE: You can also create custom data fields for your participant types. See Introduction to Participant Custom Data to learn more.

TIPS:
• These custom data fields can also be used as merge fields in related documents or emails.

• You can associate a data collection with related matters, if needed.

• You can assign system-wide permissions that determine who can access the data collection within the matter and make changes to the collected data.