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Will Custom Fields Also Be Shared When Sharing a Matter via Clio Connect?

Question:

  • When I share a Matter with a Co-Counsel, are the Custom Fields included in the Matter?

Environment:

  • Clio Manage

Additional Information:

Answer:

Yes, the Matter's Custom Fields will also be shared within the Matter when sharing via Clio Connect. The Matter's Custom Fields will be found in the Matter Details within the Clio Connect Portal. 

However, Contact Custom Fields are not shared. 

 

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