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.
When you create a new matter in Plexus, all answers to any custom questions are stored on the matter details page by default under the Fact view.
All users with access to a given matter can also use custom questions to search, sort and filter matters on the task list. However, in order to see the answers to your custom questions on the task list, an administrator needs to make those answers visible from the settings menu.
Accessing your matters list settings
To access your matters list settings, head to the Settings menu and then click Account.
On the resulting page, select the tab for Matters list.
Note that only those roles with access to Access account administration and those with the Request legal support app will be able to access this page.
Making custom questions visible on the matters list
From the Matters list settings tab, you can make a custom question visible as a new column on your matters list.
For each field that you would like to display on the Matters list, click the related checkbox for Visible.
Then click Save in the top right hand corner to confirm your changes.
Top Tip! Only questions linked to existing documents are shown. Where custom questions are missing from this list, it's likely that your organisation is yet to create a matter using that custom field.
Once you've saved your changes, click to the Matters List to view your new custom columns to the right of the list.
If you'd like to change the column heading, please edit the Display name for that question from the Custom questions for matters tab.
Need help with configuring your matters list settings? Contact our team via live chat or [email protected].