KCS - How to Create Custom Fields for Matters

Objective:

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

Environment:

  • Clio Web App
  • Settings
  • Matters

Additional Information:

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

Procedure:

  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

 

 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality