Objective:
- Custom Fields often created for additional information in Business 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
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| Opposing Party | Contact Select |
Hyperlink to the Contact card for the lawyer representing the other side. Important to have quick access to this, as most communication would happen between lawyers only.
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| Opposing Counsel | Contact Select |
Hyperlink to the Contact card for the opposing party.
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| Judge | Contact Select |
Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
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| Amount in Dispute | Money | How much money is being disputed. |
| Contingency | Checkbox |
Is this matter being compensated by contingency fees. Yes/No
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| Retainer | Money |
Money that has been submitted to the lawyer as advanced fees. This will also be tracked in the trust account ledger for this matter and client.
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| Originating Attorney | Contact Select |
Which attorney gets credit for bringing the case to the law firm. This field is only important for firms with more than one lawyer.
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| Conflict Check | Checkbox |
Has a conflict check been done on the parties in this matter?
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| Referral Source | Contact Select |
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
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| Communication Preference | Picklist |
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
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| Special Notes | Text (Multi-Line) |
Place to put special notes for the matter that need to be top of mind.
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