How do I add a Custom Field to a Matter or Contact?

Objective:

  • Adding Custom Fields to Matters and Contacts
  • How to add Custom Fields to Matters and Contacts
  • Where do I add Custom Fields to Matters or Contacts
  • How do I assign a Custom Field to a Matter or Contact

Environment:

  • Clio Manage

Additional Information:

For more info on how to create Matter Custom Fields click here.

For more info on how to create Contact Custom Fields click here.

Procedure:

  1. Go to the Matter or Contact
  2. Click Edit
  3. Scroll to the bottom, click Custom fields
  4. Click on the drop-down menu, select the Custom Field you wish to add
  5. Fill in the info needed
  6. Click Save

 

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