- Clio Grow
- If the custom field needs to be able to be exported to Clio Manage then please follow the steps here.
- Go to the Settings page
- Click on the Custom Fields tab
- Click New Field in the Matter Custom Fields section
- Add a Custom Field name and select a type
- Click Add To All Matters to add the Matter Custom Field to all matter pages and the Quick Intake
- Click Create Custom Field to finish