Important: This article describes unified Clio. Unified Clio is available to firms in stages, so your account may still use the old experience. To switch to the old experience, open the user menu. Then select Switch to the old experience. Your data and settings are the same in both experiences.
When you create custom fields or custom field sets in Clio Manage and in Clio Grow, you choose whether to add these fields to new or existing contacts and/or matters and whether to make these fields required to fill. By choosing these properties for custom fields when you create them, you effectively add these fields to contacts and matters, so that you can fill them when you create a new contact or matter.
If you choose not to include these fields for new and/or existing matters at the time you create the custom fields, you can still add these fields ad hoc for a particular matter or contact when you create the matter or contact. This article describes this latter option.
Note: This feature is available to select plans. Learn more about your plan's features. If you need to upgrade your firm’s plan, ask a firm administrator.
Add custom fields and field sets to a matter or contact
You can add custom fields and field sets to a matter or contact when creating a new matter or contact or while editing an existing matter or contact. For matters you can also add and edit custom fields and field sets directly from the Custom Fields subtab when viewing the matter. This latter option allows users with matter access to add custom fields without navigating into the full matter edit form.
Add custom fields and field sets when creating or editing a matter or contact
- Go to the Matters or Contacts tab.
- Create a new matter or contact, or edit an existing one.
- Within the page where you create or edit a matter or contact, locate and navigate to the Custom fields section.
- Click the dropdown for the Add a custom field or custom field set field
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Select the desired custom fields or field sets from the dropdown menu.
Note: Individual custom fields you select are added to the General field set—the set used to hold individual custom fields you add here. - Save the matter or contact.
Add custom fields and field sets while viewing a matter
- Navigate to a matter or contact and select the Custom Fields subtab.
- Click +Add Fields. If this is the first time adding fields or field sets to the matter, click Add custom fields.
- In the Add Fields panel, click individual fields or field sets to add them.
- You can enter the field or field set name in the search box to narrow the results in the list, or scroll down to find and select a field or field set.
Remove custom fields and field sets from a matter or contact
You can remove previously added fields and field sets from the Custom Fields subtab when viewing a matter or viewing a contact, or when you edit a matter or edit a contact.
Remove custom fields and field sets when editing a matter or contact
- Navigate to a matter or contact and click Edit matter or Edit contact.
- Find the Custom fields section.
- To remove a field set, click Remove set then confirm the action. To remove an individual field, click the X next to the field.
- Save the matter or contact.
Remove custom field sets while viewing a matter or contact
- Navigate to a matter or contact and select the Custom Fields subtab.
- Find the custom field set you want to remove.
- Click the three dots ("more" icon) on the right top of the field set.
- Select Remove set.
- Click Move data to general section to retain the custom field data or Delete data to remove the custom field set and its data.
Remove individual custom fields while viewing a matter or contact
- Navigate to a matter or contact and select the Custom Fields subtab.
- Find the custom field you want to remove.
- Click the field value.
- Click the delete (bin) icon.
- Click Remove.
Edit custom field values
When working with custom fields in Clio Manage, you can edit the value of a field added to a matter or contact directly from the matter or contact's Custom Fields subtab or you can edit the values of fields added to a contact or matter by editing the contact or matter.
To edit the value of a field added to a matter from the matter's Custom Fields subtab:
- Go to Matters or Contacts and select a matter or contact to open the dashboard.
- Click the Custom Fields subtab.
- Click the custom field value to open the edit value box.
- Update the custom field.
- To save your changes, click the checkmark or click anywhere outside the text box. To cancel your changes, click the X.