Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to find Merge Fields for Document Automation


  • Find fields to enter in a Word Document 


  • Clio Web App
  • Documents
  • Settings

Additional Information:

In the Merge Field pages, you can select different Matters to see what would populate once you generate the Document.


  1. Go to Settings (gear icon)
  2. Go to Documents
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