Custom Fields
The following articles provide instructions for creating and applying Clio Custom Fields, and for using Custom Fields in Document Automation.<br /><br />
Custom Fields are available to subscribers of our Legacy, Boutique, and Elite plans. If you are interested in a demo of Custom Fields, or if you are ready to upgrade you account, please contact us by email at <a href="mailto:sales.team@clio.com">sales.team@clio.com</a> or give us a call at 1-888-858-2546 (choose option #1).
Videos
Articles
- Custom Fields
- Can I Filter for all Picklist Answers at Once?
- How Do I Add a Custom Field to a Matter or Contact?
- Clio Doesn't Save the Leading Zero in an Integer Custom Field
- Can I Create a Custom Field for an Image File?
- How do I Create a Contact Select Custom Field?
- Can I See Who Created or Deleted a Custom Fields?
- Can I Edit the Contents of a Custom Field from the Matter Dashboard?
- Can I Sync "Contact Select" Custom Fields Between Clio Grow and Manage?
- Commonly Used Custom Fields when Working with Wills
- Commonly Used Custom Fields for Tax Law
- Commonly Used Custom Fields for Personal Injury Law
- Commonly Used Custom Fields in Insurance Law
- Commonly Used Custom Fields for Immigration Law
- What Custom Fields Are Often Created by Family Law Firms?
- Commonly Used Custom Fields for Estate Planning Law
- Commonly Used Custom Fields for Employment Law
- Commonly Used Custom Fields for Criminal Law
- Commonly Used Custom Fields in Corporate Law
- Commonly Used Custom Fields for Real Estate Law
- Commonly Used Custom Fields for Commercial Law
- Commonly Used Custom Fields for Civil Litigation Law
- Commonly Used Custom Fields for Business Law
- Commonly Used Custom Fields for Bankruptcy Law
- Commonly Used Custom Fields for Administrative Information
- Does Clio Have a List of Recommended Custom Fields by Practice Area?
- What are Some Suggested Custom Fields by Practice Area?
- Can I Include Matter/Contact Custom Fields in the Basic Details Section of a Matter/Contact?
- Can I set up a Custom Field to Automatically Default to an Answer?
- How Do I Create A Checklist