Objective:
- Custom Fields often created for additional information in Real Estate cases
- What Custom Fields should I use for Real Estate practices
Environment:
- Clio Manage
Additional Information:
For information on how to report on Matter Custom Fields, see here.
For information on how to report on Contact Custom Fields, see here.
Answer:
| Property Address | Text (Multi-Line) | Address for the property in question |
| Closing Date | Date |
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 |
| Escrow Amount | Money |
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.
|
| 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.
|