This is the foundation that feeds into form templates and is referenced everywhere. Configure these first before setting up form templates.
Configuration Categories
| Category | Options You Configure |
|---|---|
| Matters | Practice areas, matter types, matter stages, court options |
| Tasks | Task types, task stages |
| Hearings | Hearing types, courts/tribunals, hearing results |
| Contacts | Contact types, industries, relationship types |
| Financial | Currencies, tax rates, payment methods, expense categories |
| HR | Leave types, training categories, department options |
Info
The form builder has three panels: Left (available fields to drag), Center (active layout), and Right (live preview updated in real time).
Available Field Types
| Field Type | Description |
|---|---|
| Section Title | Visual separator with a heading. |
| Description | Static instructional text. |
| Text | Single-line text input. |
| Number | Numeric input. |
| Text Area | Multi-line text input. |
| Checkbox | Yes/No toggle. |
| Date | Date picker. |
| Country | Country dropdown. |
| Phone | Phone number with country code. |
| Email input with validation. | |
| File Attachment | File upload field. |
| Dropdown | Linked to Global Configurations options. |
Workspace Settings
| Field | Required | Description |
|---|---|---|
| Workspace Name | Yes | Display name shown in the workspace switcher. |
| Firm Name | Yes | Legal entity name for invoices and documents. |
| Default Currency | Yes | Base currency for all financial transactions. |
| Default Tax Rate | No | Default tax rate (%). Can be overridden per transaction. |
| Workspace Timezone | No | Controls all date/time displays. Dropdown: UTC-02:00 through UTC+03:00+. |
| Hearing Starting ID | Yes | Starting number for auto-generated hearing IDs. |
| Calendar View Permission | No | Restrictive (role-based) or Permissive (all users see all calendars). |
| Task View Permission | No | Controls who can see all tasks vs. only their own. |
Drag and drop sidebar sections between Visible Pages, View More Section, and Hidden Pages. Reorder pages to match your firm's priorities - litigation firms surface Hearings, transactional firms prioritize Documents and Contacts.
Global Configurations
Dropdown options that feed into form templates and are referenced everywhere.
Form Templates
Customize forms for Matters, Tasks, Hearings, KYC using the drag-and-drop builder.
Roles & Permissions
Define who can access what across the entire platform.
Workspace Settings
Currency, timezone, tax rate, visibility permissions.
Financial Settings
Currencies, billing profile, invoice/receipt templates.
Microsoft 365 Integration
Connect once everything else is in place.
Holiday Calendar
Enter the current year's holidays.
Summary
Configure every dropdown, form template, sidebar layout, and integration - tailoring HAQQ to match exactly how your firm works.