Objective:
- Custom Fields often created for additional information in Estate cases
Environment:
- Clio Manage
Additional Information:
If there are any Custom Fields that are missing from this list that you think would be helpful to add for other attorneys, please contact support@clio.com and we can update the list.
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
|
Social Security Number | Text (One-Line) |
Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
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Date of Birth | Date | Client's date of birth. |
Date of Death | Date | Client's date of decease. |
Employer | Text (One-Line) | Client's employer. |
Position | Text (One-line) | Client's job title. |
Communication Preference | Picklist |
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
|
Referral Source | Contact Select |
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
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Property Description | Text (One-line) |
Brief description of client's property.
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Property Address | Text (Multi-Line) |
Address of property.
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Property Owner | Contact Select |
Hyperlink to the Contact card for the chosen contact that is the property owner.
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Property Market Value | Currency |
Current market value of property
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Life Insurance Type | Picklist |
Picklist options: Term, Whole Life, Split Dollar, Group Life, Annuity
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Life Insurance Policy Owner | Contact Select | Hyperlink to the Contact card for the chosen contact that is the life insurance policy owner. |
Life Insurance Beneficiaries | Text (Multi-Line) | List of all beneficiaries on life insurance plan. |
Life Insurance Total Value | Currency | Total value of life insurance plan. |
Guardian for Minor's Name | Contact Select | Hyperlink to the Contact card for the chosen contact that is the guardian for the minor. |
Guardian Relationship | Text (One-Line) | Description of the relationship of the guardian to the client. |