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What Custom Fields Should I Create?

Objective:

  • What are common Custom Fields based on practice area?
  • What are some commonly used custom fields?
  • What are some examples of custom fields?
  • What are some recommended custom fields?

Environment:

  • Clio Manage

Additional Information:

Answer:

Practice Area
Field Name
Field Type
Usage
Administrative Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Counsel Contact Select Hyperlink to the Contact card for the chosen contact that is serving as opposing counsel
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Social Security Number Text (One-Line) Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
  Date of Birth Date Client's date of birth
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Contingency Checkbox Is this matter being compensated by contingency fees. Yes/No
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Bankruptcy Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Chapter Picklist Which chapter of the bankruptcy code under which the client is filing for relief from the court. List should include: 7,9,11,12,13, 15. Most common are Chapter 11 for business and Chapter 13 for individuals.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Trustee Contact Select Hyperlink to the Contact card for the trustee appointed by the court to oversee the debtor's estate and holdings during the bankruptcy proceedings.
  Filing Date Date An important date in banruptcy proceedings because that's when automatically injunction stops lawsuits, foreclosures, garnishments, and all collection activity against the debtor the moment a bankruptcy petition is filed.
  341 Meeting Date Date The meeting of creditors required by section 341 of the Bankruptcy Code at which the debtor is questioned under oath by creditors, a trustee, examiner, or the U.S. trustee about his/her financial affairs. Also called creditors’ meeting.
  Confirmation Hearing Date Hearing about the judges’s approval of a plan of reorganization or liquidation in chapter 11, or payment plan in chapter 12.
  Social Security Number Text (One-Line) Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
  Current Monthly Income Money The average monthly income received by the debtor over the six calendar months before commencement of the bankruptcy.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Business Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Party Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Opposing Counsel Contact Select Hyperlink to the Contact card for the opposing party.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Amount in Dispute Money How much money is being disputed.
  Contingency Checkbox Is this matter being compensated by contingency fees. Yes/No
  Retainer Money Money that has been submitted to the lawyer as advanced fees. This will also be tracked in the trust account ledger for this matter and client.
  Originating Attorney Contact Select Which attorney gets credit for bringing the case to the law firm. This field is only important for firms with more than one lawyer.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Civil Litigation Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Counsel Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Circuit Picklist Listing of court districts in which the case is being heard. Suggested entries: the numbers 1-11.
  Filing Date Date Date on which the notice of action was filed with the court's clerk.
  Date of Incident Date Date on which the events at issue occurred.
  Next Court Date Date The next date where the lawyer needs to be in court.
  Insurance Claim Number Text (One-Line) Claim number used by the insurance company associated with the case.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Contingency Checkbox Is this matter being compensated by contingency fees. Yes/No
  Retainer Money Money that has been submitted to the lawyer as advanced fees. This will also be tracked in the trust account ledger for this matter and client.
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Commercial Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Party Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Opposing Counsel Contact Select Hyperlink to the Contact card for the opposing party.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Retainer Money Money that has been submitted to the lawyer as advanced fees. This will also be tracked in the trust account ledger for this matter and client.
  Court Appointed Checkbox Whether the lawyer had been ordered to handle this case by a court.
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Real Estate Closing Date Date Date for the closing of the property transfer process.
  Property Address Text (Multi-Line) Address for the property in question
  Escrow Amount Money Money deposited within the law firm trust account on behalf of the buyer or seller of the real estate.
  Title Check Completed Checkbox Recording the completion of a check on previous claims of ownership and completed transfer of title.
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Corporate Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Counsel Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Employer Identification Number Text (One-Line) An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity. An EIN is usually written in the form 00-0000000.
  Primary Contact Contact Select The primary contact at the corporation who is the client or opposing party.
  Shareholders Text (Multi-Line) List the shareholders for small corporations.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Originating Attorney Contact Select Which attorney gets credit for bringing the case to the law firm. This field is only important for firms with more than one lawyer.
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Criminal Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Prosecutor Contact Select Hyperlink to the Contact card for the prosecuting attorney.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Charges Text (Multi-Line) A listing of the charges being pressed against the defendant. There tends to be multiple charges. Example: 
DUI- Alcohol Or Contr Subst
Endanger Welfare Minor 1- DUI With Child
Contrld Subs 4-Possess IA
  Date of Incident Date Date of the criminal incident.
  Arresting Officer Contact Select Hyperlink to the Contact card for the police officer that arrested the defendant.
  Arrest Date Date Date of the arrest of the defendant.
  Arraignment Date Date Date of the arraignment hearing where the defendant enters a plea of guilty or not guilty.
  Bail Bond Amount Money Amount of the money submitted to the court for bail.
  Plea Picklist List of the possible pleas entered on the behalf of the defendant: Guilty, Not Guilty, No Contest
  Jury Trial Checkbox Checkbox indicating whether the defendant waived their right to a jury trial.
  Court Appointed Checkbox Whether the lawyer had been ordered to handle this case by a court.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
       
Employment Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Party Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Opposing Counsel Contact Select Hyperlink to the Contact card for the opposing party.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Date of Incident Date Date of the incident causing the lawsuit, which might be an instance of discrimination, unlawful termination, or workplace injury.
  Contingency Checkbox Is this matter being compensated by contingency fees. Yes/No
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Estates Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Social Security Number Text (One-Line) Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
  Date of Birth Date Client's date of birth
  Date of Death Date Client's date of decease.
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
       
Family Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Party Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Opposing Counsel Contact Select Hyperlink to the Contact card for the opposing party.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Date of Marriage Date Date when the couple legally filed their marriage certificate.
  Place of Marriage Text (One-Line) State in which the marriage certificate was issued and filed.
  Date of Separation Date Date when the couple stopped cohabitating.
  Number of Children Integer Number of children derived from the marriage.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Communication Preference Picklist Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Immigration Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Alien Number Text (One-Line) A federal identification number issued by USCIS that is 9 digits long. Format is XXX-XXX-XXX.
  Country of Citizenship Text (One-Line) Country where the client originates.
  Marital Status Picklist Whether the client is married. Suggested list: Married, Single, Divorced.
  Date of Birth Date Client's date of birth
  G-28 Filed Checkbox Filing of the G-28 form, notifying the government of the attorney working on behalf of the client.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Insurance Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Party Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Opposing Counsel Contact Select Hyperlink to the Contact card for the opposing party.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Insurance Claim Number Text (One-Line) Claim number used by the insurance company associated with the case.
  Date of Incident Date Date on which the events at issue occurred.
  Marital Status Picklist Whether the client is married. Suggested list: Married, Single, Divorced.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Personal Injury Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Opposing Party Contact Select Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
  Opposing Counsel Contact Select Hyperlink to the Contact card for the opposing party.
  Judge Contact Select Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
  Court Contact Select Hyperlink to the company Contact card for the court hearing the matter.
  Insurance Claim Number Text (One-Line) Claim number used by the insurance company associated with the case.
  Adjuster Contact Select A personal injury adjuster is the insurance company employee or representative responsible for assessing and paying out on your personal injury claim.
  Date of Incident Date Date on which the events at issue occurred.
  Injuries Text (Multi-Line) Listing of injuries claimed in this matter.
  Damages Sought Money Amount of money being claimed as damages in the lawsuit.
  Filing Date Date Date on which the injured party filed a lawsuit.
  Marital Status Picklist Whether the client is married. Suggested list: Married, Single, Divorced.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
       
Tax Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Innocent Spouse Checkbox Did the spouse not know of any failure to file taxes properly?
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
       
Wills Case Number Text (One-Line) Used to track the case number assigned by the court to the matter. These are usually a mix of alphanumeric characters. Ex. 2:14-cv-02643
  Social Security Number Text (One-Line) Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
  Date of Birth Date Client's date of birth
  Marital Status Picklist Whether the client is married. Suggested list: Married, Single, Divorced.
  Conflict Check Checkbox Has a conflict check been done on the parties in this matter?
  Referral Source Contact Select Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
  Special Notes Text (Multi-Line) Place to put special notes for the matter that need to be top of mind.
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