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KCS - How To Apply a Custom Field to a Matter


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


  • Clio Web App

Additional Information:

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


  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


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