Collection Blocks let you collect repeatable, structured information from clients directly inside a custom form. In forms, they work similarly to Relationship Blocks, but instead of creating related contacts, they create entries in a matter's collection.
Before you start
Collection Blocks are only available on forms with a Matter form type. You'll also need at least one collection type set up in Settings > Matters > Collections before a block can be created.
Creating a Collection Block
Open a custom form in the form editor.
In the left sidebar, find the "Collection Blocks" section — located near Relationship Blocks.
Click "Create New."
Give the block a name and select which collection type it should be for.
Choose which fields from that collection type to include on this block. You don't have to include all fields — you might want a short block for an initial intake form and a more detailed block for a follow-up questionnaire.
Once configured, drag the block onto your form canvas.
Click "Save Form."
How it works when the form is filled out
When a client fills out the form, the collection block appears with the fields you selected.
If the client has more than one item to add, they click "Add Another" and a new set of fields appears for the next entry.
If the form is opened from a matter that already has entries in that collection, those existing entries will be pre-filled in the block. The client can review, update, or add to them.
Collection Aggregates
Collection Blocks now support aggregate totals for numeric and currency fields.
When a collection field is configured as aggregatable, you can add a corresponding aggregate field to your custom form. The aggregate field displays a read-only total outside of the repeatable collection block and automatically updates as respondents add, edit, or remove collection entries.
This is especially useful for scenarios such as:
Summing expenses
Calculating invoice totals
Tracking asset values
Adding up settlement amounts
Any other numeric or currency-based collection data
Aggregate fields are only available for collection fields that support aggregation. If a field is not marked as aggregatable, an aggregate option will not be available in the form builder.
Aggregate totals update in real time while the form is being completed and cannot be edited directly by the respondent.
A few things to know
You can create multiple collection blocks for the same collection type — for example, one block with two fields for an initial intake form, and another block with all fields for a detailed questionnaire sent later.
However, the same collection type cannot have two blocks on the same form at the same time.
Collection blocks are not available on Contact or Company form types — only Matter forms.
FAQ
Can I use conditional logic to show or hide a collection block?
Conditional logic on collection blocks follows the same rules as other form fields. Check the Conditional Logic in Custom Forms article for details.
Will submitting a form with a collection block create duplicate entries?
No. If the form is sent from a matter and the client updates an existing entry, it updates in place. New entries added via "Add Another" are created as new items in the collection on the matter.
Can I have a collection block on a public-facing external form?
Yes, collection blocks can be used on both internal and external forms.