Learn how legal professionals use technology to adapt to consumer expectations in the 2021 Legal Trends Report

Can I Add an Attorney to the Primary Attorney Custom Field Drop Down?

Objective:

  • Add an attorney to the Primary Attorney Custom Field drop down
  • Red circle appears when trying to add an attorney to the Primary Attorney Custom field drop down

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

No, if the user has synced the Custom Fields in Grow to a Custom Field in Manage, they will not be able to edit these options. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality