- Custom Fields often created for keeping track of Administrative data in Contacts or Matters
- Clio Manage
|Field Name||Field Type||Usage|
|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
Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
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.
Has a conflict check been done on the parties in this matter?
Is this matter being compensated by contingency fees. Yes/No
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.