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How do I Create a Custom Practice Area?

Objective:

  • How do I set up personalized practice areas in Clio
  • How to add a Practice Area
  • How to set up additional Practice Areas
  • How to create a new Practice Area

Environment:

  • Clio Manage

Additional Information:

Creating custom Practice Areas can aid in segmenting reporting, or when reviewing Matters.

Procedure:

  1. Click Settings
  2. Click Firm Preferences 
  3. Select Practice Areas
  4. Click the green Add button
  5. Type in your desired Practice Area
  6. Click Save

 

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