- Custom Fields often created for additional information in Insurance cases
- Clio Manage
|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.
Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
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.
Whether the client is married. Suggested list: Married, Single, Divorced.
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.