Custom questions allow you to create targeted questions for your matter management intake forms. By creating questions that are specific to your organisation or a matter category, lawyers can ensure that they’re getting the right information from the matter up-front, therefore saving time following up on standard questions and reducing cycle times.

Likewise, by setting up custom questions for matters in Plexus, business users can have confidence that they're providing all the right information so that the Legal team can get started on their request right away.

For gathering information on new matters, you can continue to use our out-of-the-box questions, or you can enhance them with these additional custom questions. This guide will allow you to configure those custom questions for your intake forms.

Note that only those roles with app access to Custom questions & delegation rules and those with the Request legal support app will be able to access this page.

From the Settings dropdown, click Custom questions & delegation rules.

From this page, you can manage both your custom questions for documents, matters and delegation rules. Click the tab to manage Custom questions for matters.

To get started, click Create custom question.

From here, start listing out the customised questions for your end users to answer when creating a new matter in Request legal support.

We'll briefly go through the different fields you'll need to fill in when creating a new custom question.

Question. Enter a custom question to display in the Request legal support intake form.

Display name. Choose the heading you'd like the answers to display next to, when this question is viewed from your additional facts and matters list.
​
​Hint text. If you'd like to add any guiding or help text underneath your question for context, you can include it in this section.

Mandatory. Turn the toggle on or off to determine whether the question is mandatory and needs to be answered.

Question type. The question type indicates how your user will be able to respond to your question. The available out-of-the-box question types are:

Categories. Each custom field can be associated to a specific category or sub-category. This gives you the flexibility to create a unique set of questions, depending on the category of matter selected. Use the arrows to expand on the eligible set of categories and sub-categories.

Tick the checkboxes to select all eligible categories where this question should show.

Then click Save once you are ready to create your question.

You can edit your existing custom questions by clicking the Menu icon under the column for More. Then click Edit.

Edit any details about your custom question as required.

Then click Save at the bottom of the screen once you are happy with your changes.

You can prioritise the ordering of your existing custom questions by clicking the Menu icon under the column for More. Then click Move up or Move down in accordance with the direction that you would like to change the custom question.

You can also drag and drop your question into the correct order on the list.

You can delete your existing delegation rules by clicking the Menu icon under the column for More. Then click Delete.

Click Delete again to confirm your decision.

Note that you can also Delete custom question from the bottom of the edit screen.

To make these questions visible on your matters list, you'll need to head to the matters list settings page.

To consider which custom questions to create for your matters, consider the standard questions that you tend to ask the business when you're presented with a new matter.

The aim is to arm the legal team with the information needed to get started on a matter sooner.

Need help with your custom questions? Talk to us via Live Chat or e-mail us at [email protected]