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:

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