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Commonly Used Custom Fields for Business Law

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
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.
Opposing Counsel Contact Select
Hyperlink to the Contact card for the opposing party.
Judge Contact Select
Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
Amount in Dispute Money How much money is being disputed.
Contingency Checkbox
Is this matter being compensated by contingency fees. Yes/No
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.
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.
Conflict Check Checkbox
Has a conflict check been done on the parties in this matter?
Referral Source Contact Select
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
Communication Preference Picklist
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
Special Notes Text (Multi-Line)
Place to put special notes for the matter that need to be top of mind.
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