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.
Custom fields allow your firm to capture additional information beyond the standard fields available for contacts and matters. To help you keep your custom field organized, you can group them into sets, for example, creating a set of field that pertain to a specific practice area.
Custom fields are shared between Clio Grow and Clio Manage. Whether you create a custom field from Grow settings or Manage settings, it appears in both, and any changes you make appear in both.
Along with the standard fields available in Clio, you can use custom fields to streamline drafting documents. For example, when you build a document template, you can add standard and custom fields to the template. Then, when you draft a document for a particular contact or matter, Clio can pull the information stored in your fields into the document without the need for you to manually enter all details.
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.
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 each field type.
- Checkbox
This is a single checkbox used to record Yes/True or No/False type of information. You can use this to when creating a custom field where checking the box means that the characteristic applies whereas not checking the box means the characteristic does not apply.
- 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 is selected, the contact’s name will appear hyperlinked and you can use the contact's 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.
- 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.
- Date
This field allows you to select a date for a custom field.
- Time
This will prompt you to enter a clock time format. You can use 12-hour or 24-hour time.
- Email address
This will prompt you to enter a valid email address for a custom field. When entered, the email address will appear hyperlinked.
- Matter Select
This allows you to select a matter that already exists in your account. When selected, the matter will appear hyperlinked.
- Integer
This is a numerical value field for a custom field.
- 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.
- 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 field type:
- Checkbox
This is a single checkbox used to record Yes/True or No/False type of information. You can use this to when creating a custom field where checking the box means that the characteristic applies whereas not checking the box means the characteristic does not apply.
- 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
| 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 |
| 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 | Integer |
| 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) |
| 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) |
| 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 |
| 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 |
| 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) |
| 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) |
| 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) |
| Name | Type |
|---|---|
| Case Number | Text (One-Line) |
| Referral Source | Contact Select |
| Innocent Spouse | Checkbox |
| Special Notes | Text (Multi-Line) |
| 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) |
| 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) |
| 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) |
| 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) |
| 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) |
| 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) |
Up next
- Manage Custom Fields in Clio Manage: Create, edit, and delete contact and matter custom fields from your Clio Manage settings.
- Manage Custom Fields in Clio Grow: Create, edit, and delete contact and matter custom fields from your Clio Grow settings.
- Manage Clio Manage Custom Field Sets: Create, edit, and delete contact and matter custom fields sets from your Clio Manage settings.