Earn up to $250 in gift cards this summer. Find out how.

Related Contact Document Merge Fields

Document Automation: List of Related Contact  Merge Fields for matters

The list of standard Merge fields can be found here.

You can find the list of available Merge Fields in Clio by going to the Settings panel and clicking on "Documents" in the System column. You can also find Merge Fields when selecting to add a Document Template, and selecting the highlighted text, "View Merge Fields".

The relationship name portion of the field will match the name you give the relationship of your related contact.

Related contact merge fields are available for each contact you add to a matter.

Note: the below fields are only visible when viewing merge fields relating to matters which have at least one related contact. Contact custom fields connected to the related contact are also visible when viewing a matter which has a related contact which also has a custom contact field.


<< Matter.Relationships.Realtionshipname.Name >>
<< Matter.Relationships.Realtionshipname.Prefix >>
<< Matter.Relationships.Realtionshipname.FirstName >>
<< Matter.Relationships.Realtionshipname.MiddleName >>
<< Matter.Relationships.Realtionshipname.LastName >>
<< Matter.Relationships.Realtionshipname.OperatingBalance >>
<< Matter.Relationships.Realtionshipname.Address >>
<< Matter.Relationships.Realtionshipname.Address.Street >>
<< Matter.Relationships.Realtionshipname.Address.City >>
<< Matter.Relationships.Realtionshipname.Address.State >>
<< Matter.Relationships.Realtionshipname.Address.ZipCode >>
<< Matter.Relationships.Realtionshipname.Address.Country >>
<< Matter.Relationships.Realtionshipname.PrimaryBillingAddress >>
<< Matter.Relationships.Realtionshipname.PrimaryWorkAddress >>
<< Matter.Relationships.Realtionshipname.PrimaryHomeAddress >>
<< Matter.Relationships.Realtionshipname.PrimaryHomeAddress.Street >>
<< Matter.Relationships.Realtionshipname.PrimaryHomeAddress.City >>
<< Matter.Relationships.Realtionshipname.PrimaryHomeAddress.State >>
<< Matter.Relationships.Realtionshipname.PrimaryHomeAddress.ZipCode >>
<< Matter.Relationships.Realtionshipname.PrimaryHomeAddress.Country >>
<< Matter.Relationships.Realtionshipname.PrimaryOtherAddress >>
<< Matter.Relationships.Realtionshipname.PhoneNumber >>
<< Matter.Relationships.Realtionshipname.PrimaryWorkPhoneNumber >>
<< Matter.Relationships.Realtionshipname.PrimaryHomePhoneNumber >>
<< Matter.Relationships.Realtionshipname.PrimaryOtherPhoneNumber >>
<< Matter.Relationships.Realtionshipname.PrimaryMobilePhoneNumber >>
<< Matter.Relationships.Realtionshipname.PrimaryFaxNumber >>
<< Matter.Relationships.Realtionshipname.CustomField.Fieldname >>
<< Matter.Relationships.Realtionshipname.Email >>
<< Matter.Relationships.Realtionshipname.Email.Work >>
<< Matter.Relationships.Realtionshipname.Email.Home >>
<< Matter.Relationships.Realtionshipname.Email.Other >>
<< Matter.Relationships.Realtionshipname.CompanyName >>
<< Matter.Relationships.Realtionshipname.PaymentProfile >>
<< Matter.Relationships.Realtionshipname.PaymentProfile.InterestRate >>
<< Matter.Relationships.Realtionshipname.PaymentProfile.InterestType >>
<< Matter.Relationships.Realtionshipname.PaymentProfile.InterestPeriod >>
<< Matter.Relationships.Realtionshipname.PaymentProfile.GracePeriod >>
<< Matter.Relationships.Realtionshipname.PaymentProfile.DiscountRate >>
<< Matter.Relationships.Realtionshipname.PaymentProfile.DiscountPeriod >>

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