- Clio Grow
- If the custom field is connected to an intake form question, then the field will automatically update when the intake form is submitted.
- Go to the desired contact’s page
- Click Add Custom Field in the Custom Fields section
- Select the Custom Field from the drop-down
- Enter a value for the Custom Field
- Click Add & Close to add the Custom Field to the contact’s page or “Add” to add the Custom Field and input another value for a Custom Field