Objective:
- Custom Fields often created for additional information in Tax 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
|
| Referral Source | Contact Select |
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
|
| Innocent Spouse | Checkbox |
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.
|