- What are Custom Fields used for?
- Clio Manage
- Clio Grow
Custom Fields are only available to Accounts that use our Boutique, Elite, and EMEA Plans.
- Clio supports twelve different Custom Field Types. For more information, see here
- For creating Custom Fields, see here: Contact or Matter
- You can set Custom Fields to be Required and/or Default. For more information, see here
- To add Custom Fields to a Contact or Matter, see here: Contact or Matter
- For filtering Custom Fields, see here
Custom Fields allow you to gather and store additional information about your Contacts and/or Matters.