The following sections and articles provide instructions for creating and applying Clio Custom Fields, and for using Custom Fields in Document Automation.
- How do I Reorder Custom Field Sets on a Matter or Contact's Custom Field Tab?
- How Can I Update Custom Fields So That They Appear as a Group On a Matter's Custom Fields Tab?
- Custom Fields
- What Custom Fields Should I Create?
- Custom Field Converter Tool
- Video: How to Create Custom Field Sets