Good news — this summer, Lexicata customers will be transitioning to Clio Grow! Learn More.
How to create matter custom fields
- Go to the Settings page
- Click on the “Custom Fields” tab
- Click “New Field” in the Matter Custom Fields section
- Add a Custom Field name and select a type
- Click “Add To All Matters” to add the Matter Custom Field to all matter pages and the Quick Intake
- Click “Create Custom Field” to finish