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How to Apply Custom Fields to a Contact in Clio Manage


  • Edit a Contact to include specific Custom Fields
  • Add Custom Field to a Client's profile


  • Clio Manage

Additional Information:

  • Contact Custom Fields set to default will automatically appear in the Contact's Edit page under Custom Fields.


  1. Navigate to the Contact
  2. Click Edit
  3. Scroll to the Custom Fields section
  4. Click inside the Select to add a custom field box
  5. Select the Custom Field
  6. Fill in the field
  7. Click Update Person



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