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Commonly Used Custom Fields in Insurance Law

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.
     
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