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Can I Change What Fields are Required when Creating Matters

Objective:

  • 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?

Environment:

  • Clio Manage

Additional Information:

n/a

Answer:

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.

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