Objective:

• If I add a Custom Field will it appear on every Matter I create
• if I create a Custom Field for a matter it will show on all matters?

Environment:

• Clio Manage

Additional Information:

This article on How Do I Create A Default Custom Field will walk you through the process of setting up default Custom Fields.

Answer:

If you add a Custom Field to Clio it will not appear on the Matter creation screen unless you set the field to be Default.