Platform / Custom fields
Track what your firm needs to track
No two firms run the same playbook. Custom fields let you define the data that matters to yours, with real types, so the rest of the system can act on it.
Activity
Jul 2026 · 12 itemsStatus changed to Signed
Automation
CaseHQ retainer signed
Rosa Delgado
Intake complete — Ozark Freight
Avery Kim
rosa.delgado@email.com
(314) 555-0142
How it works
- 01
Pick a type, not just a label
Fields are typed: dates, numbers, currency, dropdowns, checkboxes, text, and references to people or organizations. A date of loss is a date the system understands, not a string someone formatted three different ways.
- 02
Group fields with lists
Fields attach to cases through lists, so a case only shows what is relevant to it. Your motor vehicle fields do not clutter your talc docket.
- 03
Use them everywhere
Every field becomes a column you can filter, a condition an automation can watch, a merge value in a document, and a fact Ask SC can answer questions about.
The quiet payoff: clean data at settlement
The cost of loose data shows up at the end of a case. Settlement administrators want structured spreadsheets: dates of use, diagnosis codes, lien amounts. Firms that tracked those in notes fields spend weeks re-reading files to rebuild them.
If the data was captured as typed fields from intake onward, the settlement export is a filter and a download. That difference is measured in staff-weeks per litigation.
Bring your intake sheet
If your firm has a master spreadsheet or intake form, bring it to a demo. Rebuilding it as fields usually takes less than an hour.