Definition builder

Edit Form

Published / live Published 7/19/2026 9:12 PM

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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

Current builder version: v@Model.CurrentVersionNumber. 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.
Cancel