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How to Edit a Custom Field


  • Change the Name of a Custom Field
  • Make a Custom Field Required
  • Make a Custom Field a Default Field


  • Clio Web App
  • Custom Fields

Additional Information:

  • Only account Administrators can add or edit Custom Fields.
  • The ability to change the Custom Field type is currently a feature request. If you would like your vote added to this request, please contact support via chat, email, or phone (1-888-858-2546). 


  1. Go to Settings in the navigation bar
  2. Click Custom Fields
  3. Find the Custom Field to edit
  4. Click the Edit button below the field
  5. Make desired changes
  6. Click Save


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