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:

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