Can I Use the Same Custom Field Set Twice on the Same Matter?

Objective:

  • Apply the same field set on a Matter more than once

Environment:

  • Clio Manage

Additional Information:

A workaround for this would be to create a 2nd Field Set with the same Custom Fields included but named differently.

Answer:

Not at this time, if a Field Set is used, it will not add a new set of Custom Fields when attempting to re-add it. 

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