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hey everyone Dustin here and today Im going to show you how to create document templates within Clio so your Law Firm may have certain templated documents that you use over and over for example notice of reps to the client notice of hearings notice of depositions a requests for medical records certain standard documents that you always have that you always want to use but specific things may change based on the clients name the case number uh maybe the deposition changes the date and time or the address things like that that change so Im going to show you how to create those within Clio so what you want to do first is create something called Uh custom Fields so in order to do that youll come to Ill just show you an example maybe thats best so if I come here this is a standard document that we might use this is a request for deposition fees essentially that we use in our law firm and what youll notice is we have certain language thats always the same so we have attempted to sche
