How to Add a Matter Custom Field to the Quick Intake in Clio Grow

Environment:

• Clio Grow

Additional Information:

This will also add the Matter Custom Field to all new Matters.

Procedure:

1. Go to Settings
2. Click on Custom Fields
3. Add a new Matter Custom Field or edit an existing one
4. Check the box that says Add to all matters
5. Click Save

*Add to all matters, specifies that said Custom Field will be a default option for when created within Clio Grow. Only if that same Custom Field is added to a Form, will it appear for a contact.