The Initial Challenge: Team Resistance
If you’re implementing custom fields in Clio, you might run into some pushback. Why? Because at first, it feels like extra work without an immediate payoff.
For example, if you ask your team to input a complete list of all domestic court judges, their assistants, and contact details, it’s going to take time—possibly an entire day. Even if you suggest adding details gradually, as new cases come up, it will slow their workflow initially.
So, how do you get your team excited about custom fields rather than dreading them? By highlighting the long-term benefits!
1. Say Goodbye to Searching for Information
One of the biggest time-wasters in any law firm is searching for information—digging through emails, notes, or the internet just to find basic details like a judge’s phone number.
🚀 With custom fields, your team only needs to enter information once—then it’s stored in a central, easy-to-find location.
Instead of:
❌ Wasting time hunting down contact details.
❌ Asking colleagues for information they might have.
❌ Manually searching for courthouse addresses repeatedly.
Your team can:
✅ Look up key details instantly in Clio.
✅ Eliminate duplicate work by centralizing information.
✅ Be more efficient, saving valuable time every day.
2. Always Have the Latest Case Information
Have you ever worked with a team member who “protects” a file—meaning, they don’t want others touching it because they fear losing track of important updates?
🚀 With custom fields, case updates become visible to the entire team—without endless emails or interruptions.
Instead of:
❌ Constantly asking colleagues for case updates.
❌ Feeling out of the loop on what’s happening.
❌ Worrying about lost or outdated information.
Your team can:
✅ Quickly see case progress without chasing answers.
✅ Keep everyone informed in real time.
✅ Improve collaboration across the firm.
3. The Biggest Benefit: Document Automation
This is where the real magic happens! Once custom fields are in place, Clio can pull information directly into automated document templates.
🚀 That means less data entry, fewer mistakes, and massive time savings.
Instead of:
❌ Re-typing a judge’s name or client address multiple times.
❌ Copying and pasting the same details across documents.
❌ Manually entering information every time you generate paperwork.
Your team can:
✅ Auto-populate court forms, contracts, and letters.
✅ Reduce human error by eliminating duplicate data entry.
✅ Speed up document generation, allowing for more billable work.
Helping Your Team See the Value
The challenge? If your team hasn’t used document templates yet, they might not see how much time they’ll save.
What’s Your Experience?
Have you tried custom fields in your firm? What’s working well—and what isn’t? Drop a comment and let’s discuss how to make them even more efficient for your team!
Looking for more ways to streamline your law firm? Check out Streamlined Legal Plus, or talk to us about how Clio can transform your practice. AND Use promo code CCC-STREAMLINED to sign up for Clio and get 3 months of streamlined.legal Plus FREE! (That’s a $1,500 value!)
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