Cubed Custom Fields Add-on
The Cubed Custom Fields Add-on allows you to:
- Capture organisation-specific data
- Extend intake forms for richer submissions
- Support internal legal workflows and reporting
ℹ️ Important:
To enable this add-on, you must contact Cubed Support.
The Cubed team will:
- Add the Custom Fields Add-on to your subscription
- Configure the fields within your environment
Custom Fields for Matters
Custom fields for Matters can be used in two ways:
- Intake form fields (visible to business users)
- Internal-only fields (for legal team use)
Available Field Types
You can configure up to three (3) fields of each type:
- Text
- Number
- Currency
- Date
- Boolean (Yes/No)
Lookup Fields (Internal Use Only)
In addition, you can define:
- Three (3) lookup fields
These are designed for internal legal team use only, allowing you to:
- Reference structured data (e.g. categories, entities)
- Standardise inputs for reporting and filtering
Custom Fields for Contracts
Custom fields can also be added to Contracts to support enhanced tracking and reporting.
Available Field Types
You can configure up to three (3) fields of each type:
- Text
- Number
- Currency
- Date
- Boolean (Yes/No)
All contract custom fields are:
- Managed internally by the legal team
- Used to enrich contract records and reporting
Why Use Custom Fields?
The Custom Fields Add-on enables you to:
- ✅ Capture organisation-specific data points
- ✅ Improve filtering and reporting
- ✅ Support internal classifications and workflows
- ✅ Enhance intake quality for legal requests
Key Considerations
- Field limits (three per type) ensure performance and usability
- Fields should be carefully designed to avoid duplication
- Use lookup fields (for Matters) to standardise inputs
- Plan fields with reporting outcomes in mind
In Summary
The Cubed Custom Fields Add-on provides a flexible way to extend the platform to meet your organisation’s unique requirements, while maintaining a structured and scalable data model.