Custom Fields: Filtering Contacts, Matters, and Billable Clients by a Custom Field

Custom Fields are available to subscribers of our Legacy, Boutique, and Elite plans.

You can upgrade to the Boutique or Elite plan in the app, or if you’re interested in seeing how this feature can work for your law firm feel free to contact us by email or give us a call at 1-888-858-2546 (choose option #1).

You can now filter Contacts, Matters, and Billable Clients by Custom Field, allowing you to quickly find the information you need!

Contacts

To filter Contacts by Custom Field, go to the main Contacts page in Clio and select "Filter".

The Filter option allows you to add Custom Fields to narrow the Search results. To add a Custom Field Filter, click on "Add Custom Field".

You can then select which field you would like to filter by.

Once you have selected the appropriate field, another dropdown box will appear with options that are dependent on the field you selected. For example, "Married Prior", which is a Checkbox-style Custom Field, has "Enabled" or "Disabled" as options.

You can add as many Custom Field filters as you want by clicking on "Add Custom Field" as needed.

Matters

Filtering Matters by Custom Field is very similar. Click on the Filter button when viewing your Matters and select "Add Custom Field".

You can then choose which Matter Custom Fields you would like to filter by. Depending on the type of Custom Field, you will notice different options appear in the second box. You can add as many Custom Field filters as you need by clicking on "Add Custom Field".

Billable Clients

When generating bills, you can filter your Billable Clients by Matter Custom Fields. Adding Matter Custom Fields to your filter criteria works in the same way as filtering Matters and Contacts.