- Clio Grow
This will also add the Matter Custom Field to all new Matters.
- Go to Settings
- Click on Custom Fields
- Add a new Matter Custom Field or edit an existing one
- Check the box that says Add to all matters
- 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.