Objective:
- Custom Fields often created for keeping track of Administrative data in Contacts or Matters
Environment:
- Clio Manage
Additional Information:
n/a
Answer:
| 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
|
| 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.
|