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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.

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