Objective:
- How to create a Custom Field for responsible Non-Attorney
- How to create a Custom Field for responsible paralegal
- Matter Dashboard
- Custom Fields
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Navigate to Settings
- Click Custom Fields
- Go to Matter Custom Fields
- Click Add
- Type the name of the Field
- Select Picklist from the Type drop-down menu
- Type the first Paralegals name in the Picklist Option field
- Click the + Icon
- Repeat steps 7 and 8 for all Paralegals
- Click the Default or Required checkbox, as needed
- Click Save