Custom fields are additional fields of information that you may need to capture for a contact or matter that Clio does not automatically capture during contact and matter creation. Custom fields sets are a collection of individual custom fields that are grouped together. Field sets can be added to a contact or matter for a specific practice area.
Create custom fields in Clio Manage
You can create individual custom fields for matters and contacts. When creating a custom field, you can choose to make the field a default field and select whether it is a required field. A default field will appear on all contacts or matters and must be completed. A required field cannot be left blank.
- Go to Settings > Custom Fields.
- Select Matter Custom Fields or Contact Custom Fields.
- Select Individual Fields.
- Click Add.
- Complete the custom field details. The Name field is limited to 32 characters.
- Click Save.
Create custom field sets in Clio Manage
After creating individual custom fields, you can add them to a field set. When creating a field set, you can select to make the field set a default set. A default field set will appear on all contacts or matters.
- Go to Settings > Custom Fields.
- Select Matter Custom Fields or Contact Custom Fields.
- Select Field Sets.
- Click Add.
- Complete the details and add existing individual custom fields.
- Click Save.
Create custom fields in Clio Grow
- Go to Settings > Custom fields.
- Click New field next to either Contact custom fields or Matter custom fields.
- Add the field name and field type.
- Optional: Check the box for Add to all new contacts or Add to all new matters. If checked, this custom field will automatically be added to the contact and/or matter forms when creating new contacts and/or matters.
- Click Create custom field.