KCS - How to Create a Responsible Paralegal Custom Field

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 Web App

Additional Information:

N/A

Procedure:

  1. Go 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 
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