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Can the Data for One of the Contact Custom Fields Appear in the Matters Field Section Too?


  • Create a single Contact and Matter Custom Field
  • Create a Matter Custom Field whose data links to the Contact
  • Have a Custom Field link to both Contacts and Matters


  • Clio Manage

Additional Information:

If you would like to see this Feature added, please contact Support and ask that your vote be added.


Not at this time. Separate Custom Fields will haave to be created for Matters and Contacts. 

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