Each practice is different, and the properties your firm tracks for a Matter might not be included by default. LeanLaw allows you to create and track custom fields (additional data points) for your matters so you can better organize and report on your work.
Before You Begin
To set up and edit custom fields, you will need access to the Firm Setup section of your Settings.
If you do not have access, request permission from a Firm Manager or Principal user.
Setting Up Custom Matter Fields
1. Open Settings
Click the gear icon ⚙️ in the top-right corner of LeanLaw.
2. Navigate to Firm Info
In the left-hand menu, select Firm Info.
3. Add Custom Field Names
Within Firm Info, locate the Custom Fields section.
Enter the names of the custom fields you want to track for your matters
These fields represent the additional properties your firm wants to capture (e.g., case type, reference number, internal classification)
Where Custom Fields Appear on a Matter
Once configured, custom fields will appear within each Matter:
Open a Matter
Navigate to the Matter settings
View the General tab
Custom fields are displayed under the Internal section.
These fields are optional and can be used as needed.
Using Custom Fields
After setting up your custom fields:
Enter values directly on each Matter
Use them to track firm-specific information
Keep matter records consistent across your team
Exporting Custom Field Data
Custom matter fields are included when exporting data from LeanLaw.
Note: Custom fields are not included in most standard reports.
What’s New / Important to Know
While the setup for matter custom fields remains in Firm Info, LeanLaw has expanded how custom fields work across the platform:
Custom fields can now exist in multiple areas (e.g., Users, Matters)
Additional field types (such as dropdowns or number fields) may be available depending on your configuration
Custom field management is becoming more flexible and centralized across the product
Best Practices
Use clear, consistent naming for fields
Avoid duplicating similar fields (e.g., “Case Type” vs “Matter Type”)
Only create fields that your team will actively use
Review fields periodically to ensure they remain relevant
Need Help?
If you need help setting up or organizing custom fields, reach out to our support team—we’re happy to assist.