Objective:
- Can I create Custom Fields in Lawmatics and import the information in to Clio?
Environment:
- Clio Manage
- Lawmatics
Additional Information:
- How to Create Custom Fields for Contacts
- How to Create Custom Fields for Matters
- How to add Practice Areas
- Connecting Lawmatics integration with Clio
Answer:
Yes, by following these steps:
- Create the Custom Fields and Practice Areas in Clio (which is done by the firm)
- The integration can then be set up and it’ll push the data from Lawmatics into Clio