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Commonly Used Custom Fields for Administrative Information

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.
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