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Full List of Reserved Custom Fields in Clio

Objective:

  • List of reserved Custom Fields 
  • Unable to sync certain Custom Fields created in Clio Manage to Clio Grow 

Environment:

  • Clio Manage
  • Clio Grow

Additional Information:

  • For more information on why your Custom Fields are not syncing over from Grow to Manage please click here

Answer:

Below is a full list of Reserved Custom Fields:

  • Full Name
  • First Name
  • Middle Name
  • Last Name
  • Primary Phone
  • Cell Phone
  • Home Phone
  • Work Phone
  • Email
  • Street Address
  • City
  • State
  • Country
  • Zipcode
  • Company Name
  • Primary Phone
  • Secondary Phone
  • Fax
  • Description
  • Estimated Value
  • Location
  • Matter Type
  • Law Firm Name
  • Current User Full Name
  • Today's Date
  • Today's Date (mm/dd/yyyy)
  • Date (weekday only)
  • Date (day of month only)
  • Date (month only)
  • Date (year only) 
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