Objective:

Custom Fields often created for additional information in Civil Litigation cases

Environment:

Clio Manage

Additional Information:

n/a

Answer:

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.