- Custom Fields often created for additional information in Estate cases
- Clio Manage
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 firstname.lastname@example.org and we can update the list.
|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.
|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.|
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.
|Property Description||Text (One-line)||
Brief description of client's property.
|Property Address||Text (Multi-Line)||
Address of property.
|Property Owner||Contact Select||
Hyperlink to the Contact card for the chosen contact that is the property owner.
|Property Market Value||Currency||
Current market value of property
|Life Insurance Type||Picklist||
Picklist options: Term, Whole Life, Split Dollar, Group Life, Annuity
|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.|