San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Can you Add Custom Fields to Firm Users?


  • Can I add a custom field to a user for the purpose of document automation?


  • Clio Web App

Additional Information:



No, not at this time. Instead, create a Contact, add a Contact Custom Field, and add the Contact as a Related Contact to your Matter.

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