- Custom Fields often created for additional information in Tax cases
- Clio Manage
|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
|Referral Source||Contact Select||
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
Did the spouse not know of any failure to file taxes properly?
|Special Notes||Text (Multi-Line)||
Place to put special notes for the matter that need to be top of mind.