2. Customize Key Properties

No-Code customizability is at the heart of our platform. You can add custom options to dropdown menus and even rename Properties to better match your company’s terminology. Existing options can also be edited or deleted. You can customize Properties at any time, and we recommend configuring a few foundational ones during set up.

• To customize Properties, click on your Profile Icon and select “Properties”

Properties are broken down by each page they affect. The first ones to focus on are Matters, Events, and Timekeeping. If you want to create an entirely new Property for a given page, add a Custom Field by selecting “+ Add Property” on the top right corner above existing Properties.

Matters

Before creating your first Matter, it’s best to customize terms to better fit your company. You can edit any field by clicking the three dots on the right side of each row.

Let’s begin with Matter Type, which helps you to more effectively categorize and organize your Matters.

To create a new Matter Type:

• Scroll to or search for the row named “Matter Type”
• Select the three dots on the far right and click “Edit”
• Select “+ Add Option” and then fill the “Enter Value” field that appears
• Scroll down and click “Save”, and your new Matter Type will be available when you create a New Matter

To edit an existing Matter Type:

• Scroll to or search for the row named “Matter Type”
• Select the three dots on the far right and click “Edit”
• Click on the text of any of the existing options
• Write the name of the new Matter Type
• Scroll down and click “Save”

To delete a Matter Type:

• Scroll to or search for the row named “Matter Type”
• Select the three dots on the far right and click “Edit”
• Press the trash can icon to the right of the Matter Type you wish to delete
• Scroll down and click “Save”

The process of editing and deleting options for the upcoming Properties follows the same steps as those of Matter Type.

Next, add a Primary Office that will be involved with Matters. Each Matter has one Primary Office associated with it, and you can customize your list of offices.

To add a new Primary Office:

• Scroll to or search for “Primary Office Handling”
• Select the three dots and click “Edit”
• Write the location of the relevant office in "Enter Value”
• Press “Save” at the bottom of the page. Repeat as necessary if you’d like to add more offices.

The default Team Member types available in Clarra are, “Lead Attorney”, “Other Attorney”, “Paralegal”, and “Docketing User”. You can customize the names of any of these types to your preference. It’s important to know that different types have different assignment instructions, as further detailed in our article here.

To rename Team Member types:

• Select the three dots on the right of the name you want to change, and click “Rename”
• Write the new name in the “Change To” box
• Press “Save” to create the custom term

Events

Clarra comes with many native Event Codes to help you filter through and group Events on your calendar. You can edit the existing ones and also write custom Event Codes for your organization.

To create a new Event Code:

• Go to the “Events” page in “Properties”
• Click the three dots on the right of the “Event Code” row, and press “Edit”
• Select “Add Option”
• Write the new Event Code in “Enter New Value”
• Enable the Event Code by toggling it as “Active”
• Scroll down and press “Save”

Timekeeping

Similar to Event Codes, Clarra’s Timekeeping feature utilizes Activity Codes and Task Codes to better organize your experience.

Activity Codes are used to describe the general category that a timeslip is associated with, such as work done in the process of discovery. Task Codes are used to describe the specific task completed, such as a document request. These codes are especially helpful for grouping billing records.

You can rename both terms, edit existing Activity and Task Codes, and add custom codes to their respective dropdown menus.

Let’s look at our options for Activity Codes.

You can rename the term “Activity Codes” itself:

• Go to the “Timekeeping” page in “Properties”
• Select the three dots on the right of the row labeled “Activity Code”, and press “Edit”
• Enter your customized term under “Change To”
• Scroll down and press “Save”

You can also add custom Activity Codes:

• Select “+ Add Option”
• Write the custom code in the “Enter Value” field
• Click the slider to activate the new code
• Scroll to the bottom and press “Save”

You can make the same changes to Task Codes as well:

To rename the term “Task Codes”:

• Go to the “Timekeeping” page in “Properties”
• Select the three dots on the right of the row labeled “Task Code”, and press “Edit”
• Enter your customized term under “Change To”
• Scroll down and press “Save”

To add custom Task Codes:

• Select “+ Add Option”
• Write the custom code in the “Enter Value” field
• Click the slider to activate the new code
• Scroll to the bottom and press “Save”