KCS - 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 Web App

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

 

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