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Customizations and Custom Fields

The categories and sections below contain articles and resources to help you create Clio Custom Fields, customize your bills, and customize your Clio experience.

Getting Started with Clio Customizations and Custom Fields 

The articles below are a great place to get started with customizing Clio.

Video: Custom Fields  ... 

Anatomy of a Bill Theme  ... 

How to Customize Your Bills  ... 


Custom Fields

Creating & Managing Custom Fields >

Customizing your Bills

Determining What Will Show on your Bills & Adding Firm Information > 

Bill Themes >