Controlling Accessibility to Matter Fields

Whether it be a standard matter field or a custom matter field, the visibility and source of information input for these fields may vary depending on the subject matter. As an administrator, you can control what your vendors see on the Law Firm Portal and whether they have the ability to enter values for that field.

Matter Field Access Options

A Matter Field can be:

• ✅ Enabled / ❌ Disabled
• 📌 Present & Required on the Matter Form
• 📌 Present & Required on the Matter Request Form
• 👁 Visible on the Law Firm Portal
• ✏️ Editable on the Law Firm Portal

⚙️ All field configurations are managed at:
Menu > Admin Settings > Matter Settings

Disabling a Matter Field 🚫

To disable a matter field:

1. Go to the Custom Fields tab
2. Untick the Enabled box next to the relevant field

Making a Field Visible in Matter Management 👁

To display a field on the Law Firm Portal:

1. Go to the Custom Fields tab
2. Tick the Visible on Law Firm Portal box next to the relevant field

⚠️ Note:
If a field is Active on the Matter Request Form or Matter Form, but Invisible in Custom Fields:
✅ Vendors will see the field on the request or matter form
❌ Vendors won’t be able to view the field after the matter is created/requested

Making a Field Editable on the Law Firm Portal ✏️

To allow vendors to edit a field:

1. Go to the Custom Fields tab
2. Tick the Editable on Law Firm Portal box next to the relevant field

🔹 This allows vendors to change the field value at any time for any matter.

Making a Field Required & Active on the Matter Form 📌

To make a field active and required when creating a matter:

1. Go to the Matter Form tab
2. Tick the Active box next to the relevant field
3. (Optional) Tick the Required box if a value must be entered before the matter can be created

⚠️ Important:
If Matter Requests are active for vendors, changes made to the Matter Form will only apply to internal users, not vendors.

Making a Field Required & Active on the Matter Request Form 📝

To make a field active and required when vendors submit a Matter Request:

1. Go to the Matter Request tab
2. Tick the Active box next to the relevant field
3. (Optional) Tick the Required box if a value must be entered before the request can be submitted

⚠️ Note:
Matter Requests can only be submitted by vendors (if enabled in your instance). Changes to this form will not affect internal users—only vendors submitting a request.