In this article, you will learn how to use custom fields effectively in Clio Manage and Clio Grow. Custom fields in Clio Manage and Clio Grow allow your firm to capture additional information beyond the standard fields available for contacts and matters. Custom field sets are collections of individual custom fields grouped. You can add these field sets to a contact or matter for a specific practice area. These firm-wide definitions help you organise and track case details.
Setting up your custom fields helps ensure data consistency and efficiency. Below are some tips to help you start with custom fields:
- Create practice area fields proactively: Define custom fields and field sets for your practice areas before you urgently need them. This ensures consistency and saves time during client intake and matter creation.
- Plan your custom fields: Before creating fields, outline the specific information you need to track. Consider how your firm will use this data in documents, reports, or workflows to ensure your custom fields meet your needs.
Note: All users can use custom fields, but only users with administrator permissions can create, edit, or delete custom fields and custom field sets.
Custom field types in Clio Manage
When creating new custom fields, you will need to select what type of field will be used. Below is a breakdown of “Type”:
Tip: You can use all custom field types as merge fields when creating document templates in Clio Manage. Learn more here.
- Checkbox
- This is a single checkbox used to record "Yes" or "No" information. Checking the box will record "Yes." Leaving the box blank will result in "No." This is useful for status on filings, conflict of interest checks, and more.
- Contact Select
- This allows you to select a contact that already exists in your account. Once the custom field is added to a matter and a contact the contact's name will appear hyperlinked and you can use contact custom fields custom fields as merge fields to generate document templates for your matter. This gives you more flexibility and eliminates the need to add a contact as a related contact.
- Date
- This field allows you to select a date for a custom field.
- Email Address
- This will prompt you to enter a valid email address for a custom field. When entered, the email address will appear hyperlinked.
- Integer
- This is a numerical value field for a custom field.
- Matter Select
- This allows you to select a matter that already exists in your account. When selected, the matter will appear hyperlinked.
- Money
- This will prompt you to enter a numerical value with a maximum of two decimal points. Currency characters, such as the € and £ symbols, are not permitted.
- Picklist
- This allows you to create a dropdown menu of options. Each picklist option has a 64-character limit.
- Text (Multi-Line)
- This allows you to enter multiple lines of text up to a maximum of 64,000 characters.
- Text (One-Line)
- This allows you to enter a single line of text up to a maximum of 255 characters.
- Time
- This will prompt you to enter a clock time format. You can use 12-hour or 24-hour time.
- Web Address
- This allows you to enter a website address. When entered, the website address will appear hyperlinked.
Custom field types in Clio Grow
When creating new custom fields, you will need to select what type of field will be used. Below is a breakdown of"each “Fiel" type”:
- Checkbox
- This is a single checkbox used to record "Yes" or "No" information. Checking the box will record "Yes." Leaving the box blank will record "No." This is useful for status on filings, conflict of interest checks, and more.
- Contact Select
- This allows you to select a contact that already exists in your account.
- Date
- This field allows you to select a date for a custom field.
- Dropdown
- This allows you to create a dropdown menu of options. Each dropdown option has a 55-character limit.
- This will prompt you to enter a valid email address for a custom field.
- Integer
- This is a numerical value field for a custom field.
- Money
- This will prompt you to enter a numerical value. Currency characters, such as € and £ symbols, are permitted but decimal points are not.
- Paragraph Text
- This allows you to enter multiple lines of text up to a maximum of 64,000 characters.
- Single Line Text
- This allows you to enter a single line of text up to a maximum of 255 characters.
- Website
- This allows you to enter a website address. When entered, the website address will appear hyperlinked.
Custom fields by practice area
Bankruptcy law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Chapter | Picklist |
| Court | Contact Select |
| Judge | Contact Select |
| Trustee | Contact Select |
| Filing Date | Date |
| 341 Meeting Date | Date |
| Confirmation Hearing | Date |
| Social Security Number | Text (One-Line) |
| Current Monthly Income | Money |
| Conflict Check Completed? | Checkbox |
| Referral Source | Contact Select |
| Communication Preference | Picklist |
| Special Notes | Text (Multi-Line) |
| Proof of Claim Deadline | Date |
| Objection Date | Date |
| Objection to Discharge | Date |
Family law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Family Law Case Type | Picklist |
| Court | Contact Select |
| Judge | Contact Select |
| Opposing Party | Contact Select |
| Opposing Counsel | Contact Select |
| Court Case Filed | Checkbox |
| Court Case Filed Case Number | Text (One-Line) |
| Date of Marriage | Date |
| Place of Marriage | Text (One-Line) |
| Date of Separation | Date |
| Number of Children | Integar |
| Requesting Child Support | Picklist |
| Custody of Children Preferences | Picklist |
| Reason for Dissolution | Text (Multi-Line) |
| Requesting Spousal Support | Picklist |
| Conflict Check Completed? | Checkbox<></> |
| Communication Preference | Picklist |
| Healthcare Through Employer? | Checkbox |
| Healthcare Employer Provider | Text (One-Line) |
| Special Notes | Text (Multi-Line) |
Wills and estate planning
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Social Security Number | Text (One-Line) |
| Date of Birth | Date |
| Date of Death | Date |
| Employer | Text (One-Line) |
| Position | Text (One-line) |
| Communication Preference | Picklist |
| Referral Source | Contact Select |
| Property Description | Text (One-line) |
| Property Address | Text (Multi-Line) |
| Property Owner | Contact Select |
| Property Market Value | Money |
| Life Insurance Type | Picklist |
| Life Insurance Policy Owner | Contact Select |
| Life Insurance Beneficiaries | Text (Multi-Line) |
| Life Insurance Total Value | Money |
| GuardiaMinor'sinor's Name | Contact Select |
| Guardian Relationship | Text (One-Line) |
Personal injury
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Opposing Party | Contact Select |
| Opposing Counsel | Contact Select |
| Judge |
Contact Select |
| Court | Contact Select |
| Insurance Claim Number | Text (One-Line) |
| Adjuster | Contact Select |
| Date of Incident | Date |
| Injuries | Text (Multi-Line) |
| Damages Sought | Money |
| Filing Date | Date |
| Marital Status | Picklist |
| Conflict Check | Checkbox |
| Referral Source | Contact Select |
| Settlement Amount | Money |
| Personal Injury Type | Picklist |
Criminal law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Prosecutor | Contact Select |
| Judge | Contact Select |
| Court | Contact Select |
| Charges | Text (Multi-Line) |
| Date of Incident | Date |
| Location of Alleged Crime | Text (One-Line) |
| Witnesses to Alleged Crime | Text (Multi-Line) |
| Arresting Officer | Contact Select |
| Arrest Date | Date |
| Time of Arrest | Text (One-Line) |
| Arraignment Date | Date |
| Bail Bond Amount | Money |
| Plea | Picklist |
| Jury Trial | Checkbox |
| Court Appointed | Checkbox |
| Conflict Check | Checkbox |
| Employed? | Checkbox |
| Employer | Text (One-Line) |
| Length of time with employer | Text (One-Line) |
| Education? | Picklist |
| Criminal Record? | Checkbox |
| Family Law Case Type | Picklist |
| Outcome | Picklist |
Commercial law
| Name | Type |
|---|---|
| Case Number |
Text (One-Line) |
| Opposing Party | Contact Select |
| Opposing Counsel | Contact Select |
| Judge | Contact Select |
| Court | Contact Select |
| Retainer | Money |
| Court Appointed | Checkbox |
| Communication Preference | Picklist |
| Referral Source | Contact Select |
| Special Notes | Text (Multi-Line) |
Insurance law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Opposing Party | Contact Select |
| Opposing Counsel | Contact Select |
| Judge | Contact Select |
| Court | Contact Select |
| Insurance Claim Number | Text (One-Line) |
| Date of Incident | Date |
| Marital Status | Picklist |
| Conflict Check | Checkbox |
| Referral Source | Contact Select |
| Special Notes | Text (Multi-Line) |
Business law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Opposing Party | Contact Select |
| Opposing Counsel | Contact Select |
| Judge | Contact Select |
| Amount in Dispute | Money |
| Contingency | Checkbox |
| Retainer | Money |
| Originating Attorney | Contact Select |
| Conflict Check | Checkbox |
| Referral Source | Contact Select |
| Communication Preference | Picklist |
| Special Notes | Text (Multi-Line) |
Tax laws
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Referral Source | Contact Select |
| Innocent Spouse | Checkbox |
| Special Notes | Text (Multi-Line) |
Immigration law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Court Date Deadlines? | Checkbox |
| Alien Number | Text (One-Line) |
| Country of Citizenship | Text (One-Line) |
| Language Spoken | Text (One-Line) |
| Marital Status | Picklist |
| Date of Birth | Date |
| Current Immigration Status | Picklist |
| Date of Last Entry to US | Date |
| Port of Entry | Text (One-Line) |
| G-28 File | Checkbox |
| Special Notes | Text (Multi-Line) |
Corporate law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Opposing Counsel | Contact Select |
| Employer Identification Number | Text (One-Line) |
| Primary Contact | Contact Select |
| Shareholders | Text (Multi-Line) |
| Conflict Check | Checkbox |
| Communication Preference | Picklist |
| Originating Attorney | Contact Select |
| Referral Source | Contact Select |
| Special Notes | Text (Multi-Line) |
Civil litigation
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Opposing Counsel | Contact Select |
| Judge | Contact Select |
| Court | Contact Select |
| Circuit | Picklist |
| Filing Date | Date |
| Date of Incident | Date |
| Next Court Date | Date |
| Insurance Claim Number | Text (One-Line) |
| Conflict Check | Checkbox |
| Contingency | Checkbox |
| Retainer | Money |
| Referral Source | Contact Select |
| Special Notes | Text (Multi-Line) |
Administrative law
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Opposing Counsel | Contact Select |
| Judge | Contact Select |
| Cout | Contact Select |
| Social Security Number | Text (One-Line) |
| Date of Birth | Date |
| Referral Source | Contact Select |
| Conflict Check | Checkbox |
| Contingency | Checkbox |
| Communication Preference | Picklist |
| Special Notes | Text (Multi-Line) |
IP law
| Name | Type |
|---|---|
| IP Type | Picklist |
| IP Service Type | Picklist |
| Sole Owner / Claimant of Property | Picklist |
| Other Owner/Claimant Contact Details & Description of Interest | Text (Multi-Line) |
| Dates & Places of Prior/Attempted Registration | Text (Multi-Line) |
| Related Company Name | Text (One-line) |
| Related Company EIN | Text (One-line) |
Real estate law
| Name | Type |
|---|---|
| Property Address | Text (Multi-Line) |
| Closing Date | Date |
| Date of Contract | Date |
| Date of Commitment | Date |
| Escrow Amount | Money |
| Title Check Completed | Checkbox |
| Communication Preference | Picklist |
| Special Notes | Text (Multi-Line) |