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.
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.
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.