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How do I Create a Custom Practice Area?


  • 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


  • Clio Manage

Additional Information:

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


  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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