Objective:
- Custom Fields often created for additional information in Corporate 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
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| 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.
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| Employer Identification Number | Text (One-Line) |
An Employer Identification Number (EIN) is also known as a Federal Tax Identification Number, and is used to identify a business entity. An EIN is usually written in the form 00-0000000.
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| Primary Contact | Contact Select |
The primary contact at the corporation who is the client or opposing party.
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| Shareholders | Text (Multi-Line) |
List the shareholders for small corporations.
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| Conflict Check | Checkbox |
Has a conflict check been done on the parties in this matter?
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| Communication Preference | Picklist |
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
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| Originating Attorney | Contact Select |
Which attorney gets credit for bringing the case to the law firm. This field is only important for firms with more than one lawyer.
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| Referral Source | Contact Select |
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
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| Special Notes | Text (Multi-Line) |
Place to put special notes for the matter that need to be top of mind.
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