What are Custom Fields?
Custom fields let you configure Clio to meet your firm’s unique needs. Create custom fields to store useful details specific to your firm’s processes or practice areas.
Capture the information you need for a successful case
For example, you can add a SSN number field to your immigration clients, a spouse name field for divorce cases, or an incident date field for personal injury claims.
Quickly find important details
Filter the custom field screen to quickly find the field you need on a contact or matter profile and use custom field sets to create logical groups of custom fields.
Prepare your most-used legal documents in seconds
Enter the information stored in custom fields into reusable document templates with a single click.
Use online intake forms to populate client profiles
Sync custom field values from Clio Grow or other intake forms and streamline the client intake process.
- Video: How to Create and Manage Custom Fields (Clio Manage)
- Creating Custom Fields and Sets (Clio Manage)
- Using Custom Fields in Document Automation (Clio Manage)
- Using Custom Fields with Intake Forms (Clio Grow)
- Using Custom Fields in Document Templates (Clio Grow)
Frequently Asked Questions
Who can create Custom Fields?
The Originating Subscriber and Account Administrators can create Custom Fields.
Yes, custom fields are visible firm-wide.
When creating a new, individual Custom Field, that field can be set as "required". Required Custom Fields must not be blank/empty (or in the case of a checkbox, unchecked) when the Matter or Contact is saved.
Making Required Fields Default
Required Custom Fields can also be set as "default". When a required field is also default then it will appear on all new Contacts/Matters, must be completed, and cannot be removed. A required field that is not also a default can still be removed from the Contact/Matter form (defeating the purpose of being required).
If there is a chance that a field would not need to be completed (or that the required data will not be available when the new Matter/Contact is created) then that field should either not be required or it should be a field type that allows for "N/A" to be a value. For example:
- Picklist (with NA as an option)
- Text (One-Line and Multi-Line)
- Integer and Money fields can have a "0" value
Checkbox Field Type
When making a checkbox a required default field then it must be checked before the Matter/Contact can be saved. Why would you want to make a checkbox required? The checkbox can be used to indicate confirmation that some required step has been performed. Unfortunately, the Checkbox field name is limited to 32 characters, so the confirmation will have to be short and sweet. Some examples:
- Initial contact confirmed
- Retainer agreement signed
Yes, please follow the instructions HERE to do so.
Not at this time.
Yes, you can use the Custom Field Set option.
If you mark a Custom Field as a Default, then they will automatically apply to your Matters. This is the only way to bulk apply Custom Fields to all existing Matters at this time.
There is no ability at this time to apply Custom Fields by Practice Area.
You can filter Contacts, Matters, and Billable Clients by Custom Fields. For more information, click HERE.
Yes, you can. For more instructions, click HERE.
Not at this time.
An Individual Custom Field is one single custom field that you can use in your Matter or Contact.
A Custom Field Set is a collection of Individual Custom Fields and allows you to group them together. For example, if I created two Individual Custom Fields, one named Plaintiff and one named Defendant, then I can create a Custom Field Set called "Civil Litigation". Then, whenever I open a litigation Matter in Clio, I can apply the Custom Field Set which will automatically pop in both the Plaintiff and Defendant custom fields.
No, Clio will recognize this and the field will only show once.
Yes, you can. For instructions on how to reorder your Custom Fields, click HERE.
This happens when the Individual Custom Field is part of a default Custom Field Set. If you remove the default option from the set, then the individual item can be modified.
Yes, they are as follows:
- Name of a custom field is limited to 32 characters.
- "One-line text field" is limited to 255 characters.
- "Multi-line text field" is limited to 64000 characters.
- "Picklist" options are limited to 64 characters.
- "Money" is two decimal places.
- "Integer" is an integer.