This article may be out of date!
Visit the New Knowledge Center

How to Create a Responsible Paralegal Custom Field


  • How to create a Custom Field for responsible Non-Attorney
  • How to create a Custom Field for responsible paralegal
  • Matter Dashboard
  • Custom Fields


  • Clio Manage

Additional Information:

  • n/a


  1. Navigate to Settings
  2. Click Custom Fields
  3. Go to Matter Custom Fields
  4. Click Add
  5. Type the name of the Field
  6. Select Picklist from the Type drop-down menu
  7. Type the first Paralegals name in the Picklist Option field
  8. Click the + Icon
  9. Repeat steps 7 and 8 for all Paralegals 
  10. Click the Default or Required checkbox, as needed
  11. Click Save 


Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality