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What is the Difference Between Individual Custom Fields and Custom Field Sets?

Objective:

  • What is an Individual Custom Field?
  • What are Custom Field Sets?
  • What is the difference between Individual Custom Fields and Custom Field Sets?

Environment:

  • Clio Manage

Additional Information:

  • For information on How to Create Custom Fields click here.

Answer:

An Individual Custom Field is one single custom field that you can use in your Matter or Contact.

A Custom Field Set is a collection of Individual Custom Fields and allows you to group them together. For example, if I created two Individual Custom Fields, one named Plaintiff and one named Defendant, then I can create a Custom Field Set called 'Civil Litigation'. Then, whenever I open a litigation matter in Clio, I can apply the Custom Field Set which will automatically pop in both the Plaintiff and Defendant custom fields.

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