Objective:
- Custom Fields often created for additional information in Insurance cases
Environment:
- Clio Manage
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.
|
| Insurance Claim Number | Text (One-Line) |
Claim number used by the insurance company associated with the case.
|
| Date of Incident | Date |
Date on which the events at issue occurred.
|
| Marital Status | Picklist |
Whether the client is married. Suggested list: Married, Single, Divorced.
|
| 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.
|
| Special Notes | Text (Multi-Line) |
Place to put special notes for the matter that need to be top of mind.
|