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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
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