- Custom Fields often created for additional information in Civil Litigation cases
- Clio Manage
|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.
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.
Listing of court districts in which the case is being heard. Suggested entries: the numbers 1-11.
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.
Has a conflict check been done on the parties in this matter?
Is this matter being compensated by contingency fees. Yes/No
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.