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Is it Possible to Include the Clients Date of Birth Details Under the Contact Card in a Matter?

Question:

  • Is it Possible to Include the Clients Date of Birth Details Under the Contact Card in a Matter?
  • How to add the date of birth to the contact bard within a matter

Environment:

  • Clio Manage

Additional Information:

  • n/a

 

Answer:

Currently, It is not possible to add or customize any additional information to the contact card within the matter. To request for this feature, please let our Support team know. The Support team can be reached by phone. (1-888-858-2546 ext. 2) or by the Live Chat option available in Clio.

Workaround: Create an additional Matter Custom Field and enter the date of your Clients Date of Birth so that it is visible within the matter within the Custom Fields card. 

 

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