Objective:
- What options are available in the 'Customize with additional fields' list?
Environment:
- Clio Manage
Additional Information:
You can also set your template to Manual for each matter, to disable automatic numbering and add a text field to each Matter which can be typed into directly
Answer:
- Client Number
- Client's First Name
- Client's Last Name
- Client's Summary Name
- Matter Description
- Matter Number (Firm-wide)
- Matter Number (Per Client)
- Matter Number (Per Year)
- Month
- Year (2 digits)
- Year (4 digits)