Videos:
- Video: Connecting Clio Grow With Clio Manage (instructions on Syncing Clio Manage Custom Fields to Clio Grow at the 1:10 mark)
Frequently Asked Questions:
Creating Custom Fields in Clio Grow
Syncing Custom Fields From Clio Manage
- Video: Custom Fields Overview
- How do I Sync Clio Manage Custom Fields to Clio Grow?
- What Types of Custom Fields Sync From Clio Manage to Clio Grow?
Connecting Custom Fields With Forms & Documents
- How do I Connect Form Questions to Custom Fields in Clio Grow?
- How do I Customize the Quick Intake Form (using Custom Fields)?
- How do I add Custom Fields to a Document Template?
Using Custom Fields