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Company setup

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.
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When they create a matter using a template where conditional logic has been applied, your matter creators will have the option to choose whether to apply the conditional field logic or not on that particular matter. The default is that conditional field logic is applied.
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
    .

This article applies to:

  • PRODUCT: Legal Tracker
  • Audiences: Company