Definition builder

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Save a draft while you build. Publish when it is ready for submissions.

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Turn this off for generic workflow forms that should not show live conflict radar, conflict tabs, or run-search actions.
Adds an Engagement Letter tab to submissions for this form with a downloadable first-draft Word document.
Engagement letter template text
Optional. Use tokens like {{FirmName}}, {{ClientName}}, {{MatterName}}, {{PracticeArea}}, {{ResponsibleAttorney}}, {{ScopeSummary}}, and {{FeeArrangement}}.
Approved submissions finish without client or matter conversion prompts.

Form Designer

Create control sections first, then add field definitions and choose where each field appears.

Control Sections

Create the form sections once, then assign fields to them below.

None = everyone
None = everyone
None = everyone

Field Definitions

Order Section Visible teams Label Type Required Client-facing Conflict search Options Show if Editability
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
Inline values for one-off dropdowns.
Use System > Standard Lists for shared dropdowns.
Only relationship types in this group appear on the form.
Optionally lock every row to one record type, such as User for partner roles.
Comma-separated checkbox labels.
Use live app data such as partners, practice areas, or time code sets.
Length applies to text. Min/max applies to numbers, currency, and dates.
Used when editability is step-based.
Copies this answer to the created or reused entity during conversion.
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