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How to Create Matter Custom Fields in Clio Grow


  • Clio Grow

Additional Information:

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


  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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