Where can I add custom fields in Doculogix?

Custom fields can be added to clients, matters, projects, service requests, and tasks, so you can capture the right details at each level of the hierarchy.

Who sets up custom fields?

Custom fields are configured by administrators in your Doculogix account. Once added, they appear on the relevant records for your team to fill in.

Do I need a developer to configure task tracking?

No. Custom fields and task tracking are configured in the application, so your team can adapt Doculogix to your processes without custom code.

Can I report on custom field values?

Yes. Custom field values are stored with each record, so they can be used to filter and report on your work alongside standard fields.

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Feature

Custom Fields and Configurable Task Tracking

Custom fields let you capture the data your operation actually depends on at every level of the hierarchy, from clients and matters down to individual tasks. Litigation support teams, eDiscovery providers, and law firms can configure task tracking to fit their own processes without custom development.

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How it works

How It Works

Add fields at any level

Administrators can add custom fields to clients, matters, projects, service requests, and tasks, so each level captures the details that matter to it.

Choose the right field type

Pick a field type that fits the data, such as text, numbers, dates, or a list of predefined choices, so entries stay consistent across your team.

Configure task tracking

Define the task types, statuses, and details your team tracks, so task records reflect your real workflow instead of a generic template.

Use fields in reporting

Custom field values are stored with each record, so you can filter, sort, and report on them alongside standard fields.

Doculogix Custom Form Builder with the Media template selected, showing custom fields such as Barcode, Purpose, Locker, and Special Instructions alongside a palette of field types — Adding custom fields to Media

Service request custom Questionnaire

Use cases

Common Use Cases

Recording case numbers, court, or jurisdiction on each matter
Capturing data volumes, custodians, or media types on eDiscovery service requests
Tracking page counts, copy sets, or binding details on copy and scan tasks
Storing client billing codes so invoices match each client's requirements
Reporting on organization-specific metrics without exporting to spreadsheets

FAQ

Frequently Asked Questions

Where can I add custom fields in Doculogix?: Custom fields can be added to clients, matters, projects, service requests, and tasks, so you can capture the right details at each level of the hierarchy.
Who sets up custom fields?: Custom fields are configured by administrators in your Doculogix account. Once added, they appear on the relevant records for your team to fill in.
Do I need a developer to configure task tracking?: No. Custom fields and task tracking are configured in the application, so your team can adapt Doculogix to your processes without custom code.
Can I report on custom field values?: Yes. Custom field values are stored with each record, so they can be used to filter and report on your work alongside standard fields.

Explore more

Matter-Centric Litigation Support Project ManagementOrganize every request and task by client and matter.Customizable Service Request Forms and IntakeBuild intake forms that capture what case teams need.Service Request & Task Assignments with Real-Time Workload DashboardsAssign work and see every team member's load in real time.

Project Tracking System (PTS)eDiscovery Workflow Manager (EWM)

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