Enabling Conditional Logic

You can use smart matters to develop matter type templates tailored logically to your company's choices using context-driven criteria. Smart matters can streamline your workflow and make matter creation quicker and less prone to errors.
Only certain fields are available for conditional logic:
  • Lead Company Person
  • #2 Company Person
  • Organizational Unit
  • Practice Group
  • Substantive Law
  • Country
  • Invoice Approval Route
  • AP Route
  • Pre-configured Allocations
  • Billed to Entity
  • Tax Configuration
  • Select Custom fields
  • Accounting code fields
Required role | Tracker Coordinator
You must enable conditional fields in the applicable matter type templates.
  1. Select
    Settings
    in the left navigation.
  2. Under
    Matters setup
    select
    Matter Type-Templates & Matter Setup
    .
  3. Click the name of
    Matter sub-type
    .
  4. Check the
    Apply Conditional Fields
    box.
  5. On the toolbar, select
    Save & close
    .