2017

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KCS - How to Create a Custom Field for Matters

Objective:

  • Add Custom Fields to store additional information at the Matter level 

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

 

 

 

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