Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

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