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Commonly Used Custom Fields for Tax Law

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.
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