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:

• Custom Fields: FAQ

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

• Using Custom Fields in Document Automation (Clio Manage)