How To Apply a Custom Field to a Matter

Objective:

• Edit a Matter to include specific Custom Fields
• Add Custom Field to a Matter

Environment:

• Clio Manage

Additional Information:

Default Matter Custom Fields will automatically appear in the Matter's Edit page under Custom Fields.

Procedure:

1. Navigate to the Matter
2. Click Edit
3. Scroll to the Custom Fields section
4. Click inside the Add a custom field or field set box
5. Select the Custom Field
6. Fill in the field
7. Click Save Matter