Objective:

• Can I create my own Custom Merge Fields
• Can I invent my own Merge Fields
• Can i make personalized Merge Fields

Environment:

• Clio Manage

Additional Information:

Custom Merge Field via Custom Fields

Procedure:

Currently, this feature is not available at this time. However, creating a Custom Field for the Matter or Contact may be an applicable work around. Please see above article.  If you wish to see this feature in Clio, please submit a Feature Request via email to support@clio.com, or speak to one of our consultants over the phone 1-888-858-2546 x2 during our regular operating hours (Monday 12:00 am - Friday 11:59 pm PT).