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Configuring dropdowns (stages and expense categories)

Tailor the Stage and Expense Category option lists your firm uses across cases and expenses.

Written by Jason

Gaveli lets you tailor the option lists your firm uses so they match how you work. Manage them under Settings → Configuration.

What you can configure

  • Stage Options — the stages you use to describe where a matter stands (for example, Filing, First Hearing).

  • Custom Expense Categories — the categories you choose from when logging case expenses.

The parties your firm represents (banks, companies, individuals and more) are managed separately in the Clients section — see Managing your clients list.

Add or remove an option

  1. Open Settings → Configuration.

  2. Type a new option and select Add, or remove one you no longer need.

Changes apply across your firm, so everyone sees the same consistent options.

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