Virtual meetup: How to Win and Retain Clients by Automating Communication. Register now.

Can You Add Custom Fields to Firm Users?


  • Can I add a Custom Field to a User for the purpose of Document Automation?


  • Clio Manage 

Additional Information:



No, not at this time. If you would like to add your vote to this feature request, please contact Clio Support.

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality