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Commonly Used Custom Fields for Real Estate Law

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.

 

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