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Tool 007

Custom Field Quick Editor

Review and edit supported custom fields for the current matter through a compact, guided workflow.

What it does today

Typed supported matter/client custom-field editing with exact before/after review, current association checks and ETag validation. Unsupported field types remain read-only.

How to use

  1. In Clio, open Matterevo and choose Custom Field Quick Editor from the Tool Library. Use the search box or the Matter workspace family filter to find it.
  2. Pick an option from the compact controls.
  3. Read the exact before and after values Matterevo shows.
  4. Confirm to apply the change, or close the tool to leave Clio unchanged.

Before you rely on it

Surface selected matter and contact custom fields in a compact, firm-configurable editor. The current scope, including what the tool does not do, is listed under What it does today.

Matterevo works within your existing Clio permissions. Paying never grants additional Clio permissions.