One of the most important steps in building a custom form is adding fields—the questions and inputs that allow you to collect information. These fields capture data directly into your CRM, where it can be:
Merged into documents and emails
Used in reports
Stored for reference
Follow the guide below to learn how to add standard, custom, and general fields to your form.
📥 Getting Started
Navigate to the Docs & Forms tab in the side navigation.
Select Custom Forms.
Click + New Form or select an existing form to edit.
Once in the form editor, you’ll see field options in the left-hand sidebar.
🔧 Standard Fields
Lawmatics provides built-in standard fields such as:
First Name
Last Name
Email
Phone Number
Case Title
Practice Area
These fields are mapped directly to your CRM and should be used whenever possible.
🔄 The available fields may vary depending on whether you’re working with a Matter form or a Contact form.
➕ To add a standard field:
Expand a section in the left sidebar.
Drag and drop the field into the form builder within the dotted box labeled "Drag and drop fields here."
Click on the field to open its settings panel on the right side.
📝 Field Options
In the right-side settings panel, you can:
Mark the field as required
Set conditional logic
Customize the label (e.g., “Please tell us when you were born (MM/DD/YYYY)”)
💡 Changing the label does not change the field itself—it still maps to the same CRM field (e.g., "Birthdate").
🛠️ Custom Fields
Custom fields are ideal when standard fields don’t meet your needs. These fields can be managed at Settings > Custom Field Settings.
🔍 Where to find them:
In the left sidebar under Contact Custom Fields or Matter Custom Fields, depending on the form type.
You can also create new custom fields directly while building the form.
➕ To add or create a custom field:
Click the + Create New Field button.
Enter a brief name (e.g., “Referral Source”).
Select a field type (text, date, number, picklist, etc.).
Once created, drag and drop the field onto your form.
⚖️ Tip:
Use Matter custom fields for case-related info.
Use Contact custom fields for person-related info.
🧾 General Fields
General fields are used only within the form and do not store information in the CRM. These cannot be merged into documents, used in reports, or synced to case management.
Ideal Use Cases:
Temporary data collection
Informational questions
Notes or internal references
➕ To add a general field:
Expand the Advanced section in the left sidebar.
Drag and drop the General Field onto the form.
Click the field to open the General Field Options panel on the right.
⚙️ Options for General Fields:
Add a custom label (e.g., “Tell us about yourself”)
Mark the field as required
Choose a field type (text, true/false, date, money, picklist, etc.)
Set conditional logic, just like with standard/custom fields
💡 You can identify a general field by clicking on it—if the right panel is labeled "General Field Options", it is not a CRM-mapped field.
➕ Other Advanced Form Elements
In addition to fields, you can also add:
Notes
Booking Requests
Page Breaks
And more
Learn more here: Advanced Form Elements
❓ FAQs
🔁 Can I change a general field into a custom field?
No. You will need to delete the general field and replace it with a new custom field.
🔍 I created a custom field, but I don't see it in the form builder. Why?
If you recently added the field in Custom Field Settings, try the following:
Refresh the page
Use Ctrl + F to search by field name
Confirm the field is not a lookup type (lookup fields cannot be used in forms)
📥 Where do general field responses go?
Responses to general fields appear in the form submission data only. They are not saved in the CRM.