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Visit the Template Exchange for hundreds of free and low-cost templates you can add to your account.
Lawyaw imports your Clio data, including Contacts and open Matters. You can build your templates using Custom Matter Fields, as well as using your Clio contacts for any Roles added in your templates.
Here is a document with some recommendations for configuring fields and storing data in Clio Manage.
If you don't see your Clio Matter card with all of your custom matter fields, clieck the Add New Card button, choose Other, and type 'Clio' in the Card label box; you should see "Clio Matter" show up in the list with the Clio logo. Select that item and click Add Card at the bottom. You should now see the Clio Matter card with your custom matter fields.
