This guide quickly shows how to customize the Matter entry screen in LawAccounting/CaseQube so you can add or remove fields (like Accounting Due) for specific page layouts (e.g., Family Law). It walks you from logging in and opening Object Manager to editing a page layout, dragging field sets into Matter Basic Details, and removing fields. Follow it to make immediate, saved UI changes that tailor intake screens to your workflow.
1. Step 1: Initiate Set Up Screen
- Log In
- Access LawAccounting/CaseQube using your secured credentials.
- Initiate the Set Up Screen
- Click the gear icon in the upper right hand corner
- Click Set Up
/>
2. Step 2: Open Page Layout in Object Manager
- Click Object Manager Tab
- Search Matter in the search Box
- Click Page Layout
- Click the Page you want to edit (example: Family Law)
/>
3. Step 3: Adding and Removing A Field On the Family Law Matter Entry Screen
Add a Field
-
Drag a field set from the Field (header)
(for example, Accounting Due) -
Drop it into Matter Basic Details to add it to the intake entry screen.
Remove a Field
-Click the minus symbol next to the field to remove
Key Notes
- Changes take effect immediately after saving.
Click "Save" to finalize the changes to the page layout.
/>