KCS - How to Create Custom Fields for Matters


  • Add Custom Fields to store additional information at the Matter level 
  • Create new matter custom fields
  • How to create Matter Custom Fields


  • Clio Web App
  • Settings
  • Matters

Additional Information:

Custom Fields are available to Legacy, Boutique and Elite Subscribers.


  1. Go to Settings 
  2. Select Custom Fields
  3. Select the Add button
  4. Fill out the Name field and select a Type
  5. Check the Default box to display the field automatically when creating/editing Matters
  6. Check the Required box to make filling out the field mandatory
  7. Select the Save button




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