Fall special pricing for the Clio Cloud Conference ends soon! Save your spot today.

What Are Custom Fields Used For?

Question:

  • What are Custom Fields used for?

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

Custom Fields are only available to Accounts that use our BoutiqueElite, 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 

Answer:

Custom Fields allow you to gather and store additional information about your Contacts and/or Matters

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality