This article may be out of date!
Visit the New Knowledge Center

Can I Change What Fields are Required when Creating Matters


  • Can I Edit the Matter Creation Template
  • Can I Choose Only Some of the Required fields to be necessary when creating a Matter
  • Why are some fields Required an others are not when creating a Matter
  • How to I change what fields are required for a Matter
  • Can I Remove Required Fields When Creating Matters
  • Can I make the Responsible Attorney and Originating Attorney fields required?


  • Clio Manage

Additional Information:



There is currently no way to change the fields that are required when creating a new Matter. Every Matter requires the following fields to be filled in:

  • Client
  • Matter Description
  • Permissions

If you would like to request for this feature, please let out support team know. The support team can be reach by phone (1-888-858-2546 ext 2) or by the Live Chat option in Clio.

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