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.

Can I use Custom Fields in Document Automation?


  • Enter Custom Fields into a Document Automation template


  • Clio Web App
  • Document Automation

Additional Information:

For a more detailed walkthrough, please click here.


Yes. A merge field is created every time you create a Custom Field.

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