Sections & Stages
Sections & Stages is where a firm shapes two things every pipeline module depends on: the fields a record captures, and the ordered stages it moves through.
Two screens, one job
A section is one configurable pipeline or form for a module — a firm can run more than one section per module, not just one. Two screens configure it from different angles: Section Stages sets the ordered stages a section's records move through, and Section Builder sets which fields exist on those records in the first place.
Section Stages
A left-hand menu lists the three modules whose pipelines have stages — Legal Matters, Leads and Tasks. Selecting one shows that module's sections on the right, each rendered as a card holding its ordered list of stages. A count badge appears next to a module only once it has more than one section, and a section card is only labelled with a name once its module has more than one — a module with a single section shows its stages with no name header at all. A module with no sections yet shows an empty message instead of any cards.
| Control | What it does |
|---|---|
| Colour | A colored dot with a preset-swatch palette plus a free color picker. |
| Name | An editable text field. |
| Drag handle | Reorders the stage within its section. |
| Delete | Removes the stage. |
Add stage appends a new blank stage, and Save persists the whole list at once — names, colors and the current order together. A section with no stages yet shows a "no stages" message in place of the list, with Add and Save still available to start one.
Duplicate, on a section card, opens a confirmation dialog pre-filled with "<section name> (Copy)"; the name can be edited before confirming. Confirming clones the section and refreshes the list.
Section Builder
A three-panel layout: an entity and section picker on the left, the field editor in the middle, and a live preview on the right that mirrors unsaved edits as they happen.
Picking an entity and a section
Tabs across five configurable entity types — Legal Matters, Tasks, Leads, Hearings and KYC — each carrying a count badge, with that type's sections listed below the tabs. Switching entity type or section while there are unsaved edits triggers a discard confirmation first.
Editing fields
The selected section's fields render as an ordered, drag-to-reorder list. Each field carries a Required toggle and either a delete control or a lock icon.
- Add field lists only the fields not already on the section, plus a "select all" option that adds every remaining field at once. It becomes unavailable once every field has been added.
- Locked fields — canonical, undeletable ones — show a lock instead of a delete control and cannot be removed.
- Fields that are always required have their Required toggle fixed on and disabled.
- Reset reverts the working copy to the last saved state; Save persists field selection, order and required flags. Both are available only while there are unsaved edits.
- A field name left over from a stale saved layout that no longer exists in the catalogue is silently dropped from the editor.
The third panel is a live preview of the section's form as end users will actually see it, reflecting the current unsaved edits — it shows an empty message when nothing is selected.
Entity types don't all behave the same way
| Entity type | Sections behave like… |
|---|---|
| Legal Matters, Tasks, Leads | Full sections — an admin can create a new one, rename, duplicate and delete it, on top of editing its fields. |
| Hearings | One fixed configuration, not a real section. Its fields are editable, but it can never be created, renamed, duplicated or deleted — there is no New Section button and no row actions for it. |
| KYC | The firm's KYC document templates, not sections. New Template and Edit open the full KYC template editor rather than the generic field editor — see the “Configuring Templates” section on KYC. KYC entries aren't created, renamed or deleted through the ordinary section actions. |
Creating or renaming a section opens a small name dialog; deleting opens a confirmation dialog naming the section first. The builder also accepts a target entity type and section id in the URL, so a specific section can be deep-linked directly — a manual selection afterwards is unaffected.
What this configures downstream
This is not a self-contained settings screen — it is what shapes two of eFirm's pipeline modules directly. The stages a lead moves through in Leads and the fields available on a Legal Matter are both defined here, not fixed by the product. A firm that wants a different pipeline for each — or more than one pipeline for the same module — builds it on this page.
Who can change this
A single permission — the right to manage firm configuration — gates every mutation across both screens: editing stages, adding, removing or reordering fields, saving, creating, renaming, duplicating and deleting. Members without it get a fully read-only experience on both screens; the underlying data stays visible throughout.
Where to go next
See Leads and Legal Matters for the pipelines this page configures, and KYC for the document-template editor Section Builder reuses. Who can reach this page at all is set in Setup Roles & Permissions.