Every law firm is different. The information you need to capture, the way you manage matters and contacts, and the processes your team follows can vary significantly depending on your area of law and the way your firm operates.

That’s why flexibility is so important when it comes to your legal practice management system.

At Wise Owl Legal, our Custom Fields functionality is designed to give firms the flexibility to capture the information that matters to them — without requiring programming changes every time something needs to be added or updated.

Custom Fields for Every Major Area of Law

Wise Owl Legal comes with custom fields already set up for all major types of law, providing firms with a strong starting point when configuring their system.

Whether you work in conveyancing, family law, personal injury, wills and probate, commercial law, litigation or another area of practice, custom fields can be configured to reflect the information your firm needs to record.

And because every firm has its own requirements, you can also create bespoke sets of custom fields when required.

This means your system can be configured around the way your firm actually works, rather than forcing your processes to fit a rigid structure.

Update Custom Fields Without Programming

One of the key benefits of Wise Owl Legal’s approach is that custom fields don’t require programming changes.

Custom fields can be imported from spreadsheets, making it straightforward to introduce new fields or update existing configurations as your firm’s requirements evolve.

This provides a practical way for firms to maintain and adapt their data structures without having to undertake a software development project every time a change is needed.

As your firm changes, your system can change with it.

Custom Fields Across Your Firm

Custom fields aren’t limited to one particular type of record.

In Wise Owl Legal, custom fields can be used across:

• Matters – capture information specific to individual cases or matters.
• Contacts – record additional information about clients, referrers, experts, organisations and other contacts.
• Users – store relevant information relating to members of your team.
• The firm itself – maintain information relating to your organisation.

This flexibility allows firms to capture additional information wherever it is most useful, while keeping it within the same practice management system.

Bespoke Custom Fields When You Need Them

No two law firms are exactly the same, which is why Wise Owl Legal can also provide bespoke sets of custom fields for clients when required.

Whether you have a particular area of practice with specialist data requirements or simply need to capture information unique to your internal processes, custom fields can be configured to support your needs.

The aim is to give you the flexibility to build a system that reflects your firm’s requirements — rather than making your firm work around the limitations of the software.

Custom Fields and Document Automation

Custom fields aren’t just useful for storing information. The data captured in them can also be used elsewhere in Wise Owl Legal — including within document templates.

This means information entered into custom fields can be incorporated into automatically generated documents, helping reduce repetitive data entry and ensuring that information already held within the system can be used as part of your document production process.

For example, information captured against a matter or contact can be pulled into a template when generating a document, helping create documents that are populated with the relevant information from your system.

You can see more about how Wise Owl Legal uses document templates for document automation in our video:

Watch our Document Templates video: https://www.youtube.com/watch?v=VVQmKHStfYk

Flexibility Without Complexity

We believe our approach to custom fields is one of the most flexible available on the market.

The combination of pre-configured fields for major areas of law, spreadsheet-based updates, bespoke configurations and the ability to use custom data within document templates gives law firms significant flexibility over the information they capture and how they use it.

Most importantly, custom fields are there to support the way your firm works.

As your requirements change, you can adapt the information you capture — without being tied to a rigid system or requiring programming changes for every adjustment.

Want to See Custom Fields in Action?

Our recent video explains how Wise Owl Legal’s custom fields work and how they can be configured to support your firm’s specific requirements.

Watch the video to see how flexible custom fields can help your firm get more from its practice management system.