How Do I Ensure that a Custom Field Will Show up for all Matters?

Objective:

• Make sure Custom Field appears for all existing and new Matters

Environment:

• Clio Manage

Additional Information:

Once this has been done the Custom Field will appear ready to be filled out. However, it doesn't have to be filled out.

Procedure:

1. Click to either "Add" or "Edit" a Custom Field
2. Check the box next to "Default"
3. "Save"