Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

How to Create Matter Custom Fields in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • If the custom field needs to be able to be exported to Clio Manage then please follow the steps here.

Procedure:

  1. Go to the Settings page
  2. Click on the Custom Fields tab
  3. Click New Field in the Matter Custom Fields section
  4. Add a Custom Field name and select a type
  5. Click Add To All Matters to add the Matter Custom Field to all matter pages and the Quick Intake
  6. Click Create Custom Field to finish
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