LawVu Administrators can set up intelligent intake forms for matters and contracts that adapt to user input, dynamically showing and hiding fields and options based on preceding field responses. Until now, create forms were pre-defined lists of static form sections and individual fields.
Thanks to the new Conditional Intake feature, it is now possible to intelligently show or hide fields, sections, or options within fields based on the user's previous responses.
This streamlines the intake process while standardizing data capture. It allows legal teams to confidently roll out LawVu to their broader business without presenting lengthy, complicated forms.
In this article:
Configure conditional logic
Conditional logic is available from the 'Create form' configuration for all matters and contract types for fields, sections, and filtered field options.
Fields on the create form whose response determines the visibility of a following field or section or specific field options are called controlling fields.
Only preceding fields can be used as controlling fields.
The following workflows are described for matters, but contracts behave similarly.
Conditionally visible fields
A field can be shown or hidden in the create form of a matter or contract based on a user's earlier response to a previous/controlling field. To set the visibility rule of a field, follow these steps:
Go to Matter Management / Matter types and select a matter type.
From the Create form of your selected matter type, select the Conditional fields icon next to the field you want to configure.
3. Toggle the 'Show field only when condition is met' button and create the rule or condition when you want this field to appear in the create form based on the value of a previous/controlling field.
For example, in the below screenshot, the Department field will only show up in the Create form when the user selects AU as the Region.
If you want the field to display when one of the selected options is picked for the controlling field, use 'is any of ' instead:
4. Once you hit Continue, you will see the Visibility button display, which lets you know that Conditional logic has been applied for this field.
Conditionally visible sections
Entire sections can be shown or hidden in the create form of a matter or contract based on a user's earlier response to a previous field in the form.
From the Create Form of the desired matter or contract type :
Hit the Conditional fields icon next to the section you want to configure.
Toggle the 'Show section only when condition is met' button and set the rule or condition when you want this section to appear in the create form based on the value of a previous/controlling field.
Once done, hit Continue, and you will notice the Visibility button display, which lets you know that Conditional logic has been applied for this section.
In the below animation, the 'Request Details' section will only display when the user selects either 'Antitrust', 'Clients' or 'Employment' under the 'Area of Law' controlling field :
Every field between the section header and the following section or end of the form will be governed by conditional visibility rules at the section header level.
Conditionally filtered field options
You can also choose a subset of field values based on the value chosen in a preceding controlling field. You can conditionally filter a set of pre-defined options provided by the following field types:
Radio button list
From the Create form of the desired matter or contract type, select the Conditional fields icon next to the field you want to conditionally set a filter for:
Toggle the button ' Filter options when condition/s are met'
2. Select the value(s) of the controlling field and the set of options to display when the condition is met. In the above example, three options for the Department field will be shown when the user selects EU as the Region.
Create as many rules as you want by adding another option set:
If the conditions are not met when the user fills out the form, then the full set of options loaded for the relevant field will be available for selection.
When multiple conditions evaluate as true when the user is filling out the form, the corresponding option sets will be merged to form the resulting set of options the user can choose from.
a. Conditional logic is not used when the field it relies on comes later in the form. In this case, the following error message will be displayed:
b. Conditional logic is also not used when the field or field option it relies on has been deleted or it doesn't exist anymore. In this case, the following error message will be displayed:
c. Conditional logic cannot be used when no fields can be used as a controlling field ( because either the field is not of the supported type or there is no field before the current one).
Conditional logic is only available within the 'Create form' of matters and contract types. In the Details view of a matter or contract, we show all fields irrespective of what was visible on the intake form at the time when the matter/contract was created.
The following field types are supported as controlling fields. Other field types cannot be used to control the visibility of subsequent sections, fields, or field options:
Radio button list
The following add-ins do not yet support conditional form logic. They will instead hand over to LawVu to facilitate matter or contract creation when conditional logic is present on the chosen matter/contract type:
Salesforce - does not prevent users from creating matters and contracts using types that include Conditional Logic, but they do not have the advantage of the fields and options being shown or hidden dynamically.