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