Objective:

• Creating a Referral Field 
• Tracking referrals in Clio 
• Track client intake
• Custom Field to track where the client has come from

Environment:

• Clio Manage

Additional Information:

n/a

Procedure:

1. Go to Settings
2. Select Custom Fields
3. Select the Add button
4. Fill out the Name field. Example Referral Source
5. Select the Type as ether Contact or Text (One-line). Contact means a Contact must be created for this field, or a text (One-Line) would simply require typing out the referrals name.
6. Check the Default box to display the field automatically when creating/editing Matters
7. Check the Required box to make filling out the field mandatory
8. Select the Save button

account a record or narrative description of past events More (Definitions, Synonyms, Translation)