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How to Search for Matters by Custom Field?

Objective:

  • Find a list of Matters by Custom Field information
  • Filter Matters using Custom Field data

Environment:

  • Clio Manage

Additional Information:

N/A

Procedure:

  1. Go to the main Matters page in the black navigation bar
  2. Open the Filters dropdown menu
  3. Select the Add Custom Field link at the bottom of the menu
  4. Select the Custom Field from the Select or search fields... menu
  5. Fill out the adjacent fields accordingly
  6. Select the Apply Filters button  

 

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