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Matter setup

Conditional logic matters, Smart matters

Configure conditional fields to populate matter profile fields automatically based on rules, creating smart matters that speed up matter creation and reduce manual data entry.
You can set up conditional fields to create “smart matters.” Conditional logic makes matter creation easier and enables connections between certain fields. Legal Tracker automatically populates matter profile fields based on the conditions you set up. For example, if you know that invoices for a particular approval route should always go to the same Lead Company Person, you could set up a condition to assign invoices on that approval route to that person automatically.
When creating conditional fields, you can create 2 types of conditional fields.

Defining an Add condition

To define an “Add” condition, you need to specify a particular value to be added to a field.
  1. Select
    Settings
    .
  2. Under
    Matters setup
     select
    Matter Type-Templates & Matter Setup
    .
  3. Select the name of the Matter sub-type.
  4. Scroll to the
    Conditional Fields
     collapsible section.
  5. Select
    Add Field
    .
  6. In the
    Action
     dropdown, select
    Add
    .
  7. In the
    Field
     dropdown, specify the field that will be populated for this condition.
  8. In the
    Formula
     dropdown, select an option.
    Formula
    Description
    = (Equals)
    Lets you add a specific value that a field must be equal to. Select the value that the field must equal from the predefined list.
    Contains
    Lets you use a formula to create a limited list of options for a particular field.
  9. In the
    Value
     field, the name of the selection changes depending on the other parts of the formula you filled in. Select the value field to display a list, then select
    Select
     next to the values that apply to your formula.
  10. Select
    Update
    .
  11. If you want to add more fields, select
    Add Field
     and repeat these steps.
  12. Select
    Save & close
    .

Defining an If/Then condition

"If/Then" conditions require an extra step. You first define the conditions (“if this condition is in place”), then define what must happen (“then this must happen.”)
  1. Select
    Settings
    .
  2. Under
    Matters setup
     select
    Matter Type-Templates & Matter Setup
    .
  3. Select the name of the matter sub-type.
  4. Scroll to the
    Conditional Fields
     collapsible section.
  5. Select
    Add Field
    .
  6. In the
    Action
     dropdown, select
    Add
    .
    Function
    Description
    Add
    Adds a value to the conditional field based on the other options you choose in this section.
    If
    Adds a value to the condition fields if certain conditions are met. You will be prompted to define the conditions that must be met by defining additional fields.
  7. In the
    Field
     dropdown, specify the field that you want the condition to apply to.
  8. In the
    Formula
     dropdown, select an option.
    Function
    Description
    = (Equals)
    Lets you add a specific value that a field must be equal to. Select the value that the field must equal from the predefined list.
    Contains
    Lets you use a formula to create a limited list of options for a particular field.
  9. In the
    Value
     field, the name of the selection changes depending on the other parts of the formula you filled in. Select the value field to display a list, then select
    Select
     next to the values that apply to your formula.
  10. The options available depend on whether you selected Add or If in the action field.
    Function
    Description
    Add
    Select
    Update
    .
    If
    Choose
    Select
    . A new section appears with choices that are similar to the ones described early.
    Complete these fields to define the actions to take place.
  11. If you want to add more fields, select
    Add Field
     and repeat these steps.
  12. Select
    Save & close
    .

Restoring Menu options with the "CF" Button

Sometimes a conditional rule applied to a menu-based allocation code field (such as Cost Center) can be misconfigured or overly complex, causing the field to display an incomplete or incorrect set of menu options during matter creation. When this happens, users can use the
CF
 (Conditional Field) button to restore the full menu for that field instantly, without needing a backend fix or rule reconfiguration.
  • When you select a menu-based allocation code field that has a conditional rule applied to it, a small orange
    CF
     button appears inside the field.
  • If the conditional rule is limiting or hiding menu items, select the
    CF
     button to restore all menu items for that field.
  • This restores the full list of menu items for that specific field, in that row only. It overrides the conditional rule's filtering for that instance without changing the underlying rule configuration.
  • The
    CF
     button only appears on menu-based fields that have a conditional rule applied, and only while the field is focused or selected. It is visible only on menu-based fields that have a conditional rule applied.
This behavior is currently scoped to allocation code fields only.

Examples

In this example, the
AP Route
 field will be filled in with
AP Route General
 for all matters using this template, and matters for the selected matter sub-type are sent to AP Route General.
In this example, if the organizational unit is Acme Holdings, the
AP Route
 field will be filled in with EuroLux, and matters for the selected matter sub-type are sent to the
Eurolux AP
 route. This condition applies only to the organizational unit Acme Holdings.
In this example, if the
Country
 field contains United States, the Lead Company person will always be Jeff Casemanager.

This article applies to:

  • Product: Legal Tracker
  • Subject: Matter
  • Audiences: Company