Custom Fields for Matters, Clients/Contacts and Document Automation
posted this on September 27, 2012 08:27 AM
Custom Fields are here!
Matter Custom Fields
Need to add case specific information to your Matter? Now you can add fields for your Plaintiff, Status of File, Referral Source, or whatever you'd like! For more information on adding Matter Custom Fields, click here.
Contact Custom Fields
Each contact card in Clio can now be populated with your own custom information. Want to track your client's birthdate, last day of contact or their spouse? Well now you can! For more information, click here.