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How to Create Custom Fields in Clio Grow?

Objective:

  • How to create a Custom Field in Clio Grow?
  • How to Create Contact or Matter Custom Fields?

Environment:

  • Clio Grow

Additional Information:

  • Custom fields that are important for a matter (ie. Date of Birth, Social Security Number, etc) should be created as a matter custom field as opposed to a Contact custom field so that it can be easily viewed in the Matter Dashboard
  • If the custom field needs to be able to be exported to Clio Manage then please follow the steps here
  • If you have a Clio Manage account, please create custom fields in Clio Manage first and then sync it with Clio Grow
  • You can be any permission level to create Custom Fields In Clio Grow

Procedure:

 

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