Legal Solutions | USA
You can export client and matter information from Firm Central to quickly see and filter information for all of you clients and matters, including any custom fields that have been created by the firm!
When you create a new matter in Firm Central, information about that matter, including a description, opposing party information, court information and custom fields can be entered so that all of the case’s important information is in one place.
Matter information can be found on the matter profile page in the Matter Details widget. Information can always be added and/or edited by clicking on the pencil icon in the top right corner of the widget.
When you create a new client, additional information can also be entered including contact information, roles (for contacts) and employment information. Again, custom fields can be created to capture other important information. This information can be accessed and edited by clicking into the firm’s contact list, selecting the client/contact and clicking the edit button on the right hand side.
While there are several default fields, many firms like to create custom fields so that they can capture and track information that is pertinent to their specific practice or office. Custom fields must be created by the firm’s Firm Central administrator in admin mode. To do this, click on your name in the top right corner of the screen and select admin.
Once in admin mode, click on customization on the left hand side. You can then select if you want to create a custom field for the matter form or the contact/client form. Once you choose the appropriate form; name your field, choose the field type – text, list or date – and choose whether it should be optional. This field will now appear for on the appropriate form for all contacts, clients and matters.
This information can be exported into excel and then filtered to quickly find and track information that is important to the firm’s business. As an example, if the firm would like to see how many matters they opened in a particular month, the excel file could be sorted by that field. Or, a Personal Injury firm could create a custom field with a drop down menu to note the nature of injury. They could then sort by those fields to see how many slip and fall cases they have. Information can also be tracked on clients, such as who the firm would like to send a holiday card to. To export this information, go to either your client, contact or matter list and click on the export button in the top right corner. This will open an excel file that can then be manipulated.