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