Objective:
- Recommended Custom Fields by Practice Area
- Commonly used Custom Fields
- List of most used Custom fields
- What are common Custom Fields based on practice area?
- What are some commonly used custom fields?
- What are some examples of custom fields?
- What are some recommended custom fields?
- What Custom Fields Should I Create?
Environment:
- Clio Manage
- Custom Fields
Additional Information:
- Custom Fields can be grouped into sets and quickly added to your Contacts and Matters. See: Custom Fields: Creating Contact & Matter Custom Fields & Sets
- Only Administrators on the Account can add Custom Fields.
- Need advice on how to best manage your cloud-based legal practice? Find a Certified Clio Consultant near you
Answer:
Below are some commonly used custom fields for various Practice Areas:
- Commonly Used Custom Fields for Bankruptcy Law
- Commonly Used Custom Fields for Family Law
- Commonly Used Custom Fields for Estate Planning Law
- Commonly Used Custom Fields for Personal Injury Law
- Commonly Used Custom Fields for Criminal Law
- Commonly Used Custom Fields for Commercial Law
- Commonly Used Custom Fields in Insurance Law
- Commonly Used Custom Fields for Business Law
- Commonly Used Custom Fields for Tax Law
- Commonly Used Custom Fields for Immigration Law
- Commonly Used Custom Fields in Corporate Law
- Commonly Used Custom Fields for Civil Litigation Law
- Commonly Used Custom Fields for Administrative Information
- Commonly Used Custom Fields for IP Law
- Commonly Used Custom Fields for Real Estate Law
- Commonly Used Custom Fields when Working with Wills
- Commonly Used Custom Fields for Employment Law
Key Resources: Clio Manage Custom Fields
Videos:
- Video: How to Create and Manage Custom Fields
- Video: Custom Fields Overview (Clio Grow to Clio Manage)
- Video: How to Create and Manage Custom Fields
- Video: How to Create Custom Field Sets
Frequently Asked Questions:
Creating Custom Fields in Clio Manage
- How to Create Custom Fields for Matters
- How To Create A Custom Field For Contact Details
- Custom Fields: Creating Contact and Matter Custom Fields and Field Sets
Syncing Custom Fields From Clio Manage to Clio Grow
- How do I Sync Clio Manage Custom Fields to Clio Grow?
- What Types of Custom Fields Sync From Clio Manage to Clio Grow?
Using Custom Fields