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Does Lawmatics Have Custom Fields that can be Imported into to Clio Matter Custom Fields?

Objective:

  • Can I create Custom Fields in Lawmatics and import the information in to Clio?

Environment:

  • Clio Manage
  • Lawmatics

Additional Information:

Answer:

Yes, by following these steps:

  1. Create the Custom Fields and Practice Areas in Clio (which is done by the firm)
  2. The integration can then be set up and it’ll push the data from Lawmatics into Clio
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