Case configuration and custom fields

Settings has several pages that tailor Clerkly to your firm:

Case configuration

Settings → Case configuration controls case types, statuses and the fields each case carries, so the case page matches how your firm actually works.

Custom fields

Settings → Custom fields adds your own fields to cases, leads or contacts — text, dates, numbers or choices. Custom fields appear on the record and in search.

Intake settings

Settings → Intake controls your public intake page — the link you share with prospective clients — and what happens when a submission arrives.

Records follow-up

Settings → Records follow-up tunes the automated chase: follow-up days (default 10, 20 and 30), maximum follow-ups, expected turnaround and when the lead attorney gets escalated.

Portal

Settings → Portal customizes the client portal: welcome messages in English and Spanish, visible milestones, and treatment check-in cadence.