- Custom Fields often created for additional information in Real Estate cases
- What Custom Fields should I use for Real Estate practices
- Clio Manage
For information on how to report on Matter Custom Fields, see here.
For information on how to report on Contact Custom Fields, see here.
|Property Address||Text (Multi-Line)||Address for the property in question|
Date for the closing of the property transfer process.
|Date of Contract||Date||Date of contract execution|
|Date of Commitment||Date||Date committed to purchase|
Money deposited within the law firm trust account on behalf of the buyer or seller of the real estate.
|Title Check Completed||Checkbox||
Recording the completion of a check on previous claims of ownership and completed transfer of title.
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.