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Commonly Used Custom Fields for Commercial Law

Objective:

  • Custom Fields often created for additional information in Commercial 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.
Court Contact Select
Hyperlink to the company Contact card for the court hearing the matter.
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.
Court Appointed Checkbox
Whether the lawyer had been ordered to handle this case by a court.
Communication Preference Picklist
Note on how to contact the client. Suggestions: Home Phone, Mobile Phone, Work Phone, Email.
Referral Source Contact Select
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
Special Notes Text (Multi-Line)
Place to put special notes for the matter that need to be top of mind.
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