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How To Add Custom Field To An Existing Matter In Clio Grow

Objective:

  • How to add value to a Matter Custom Field in Clio Grow
  • How to add a Custom Field to a Matter in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Navigate to the Matter Dashboard
  2. On the left side under "Matter Details", click + Custom Field
  3. Select the appropriate Custom Field from the drop-down list
  4. Enter a value into the Custom Field
  5. Select Add & Close to finalize the addition of the new Custom Field or Add to attach additional Custom Fields to the Matter
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