Objective:
- Custom Fields often created for additional information in Personal Injury cases
Environment:
- Clio Manage
Additional Information:
How to Create Custom Fields for Matters
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
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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.
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Opposing Counsel | Contact Select |
Hyperlink to the Contact card for the opposing party.
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Judge | Contact Select |
Hyperlink to the Contact card for the judge or magister before whom the matter is being heard.
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Court | Contact Select |
Hyperlink to the company Contact card for the court hearing the matter.
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Insurance Claim Number | Text (One-Line) |
Claim number used by the insurance company associated with the case.
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Adjuster | Contact Select |
A personal injury adjuster is the insurance company employee or representative responsible for assessing and paying out on your personal injury claim.
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Date of Incident | Date |
Date on which the events at issue occurred.
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Injuries | Text (Multi-Line) | Listing of injuries claimed in this matter. |
Damages Sought | Money |
Amount of money being claimed as damages in the lawsuit.
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Filing Date | Date |
Date on which the injured party filed a lawsuit.
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Marital Status | Picklist |
Whether the client is married. Suggested list: Married, Single, Divorced.
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Conflict Check | Checkbox |
Has a conflict check been done on the parties in this matter?
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Referral Source | Contact Select |
Hyperlink to the Contact card for the chosen contact that referred the case to the customer.
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Settlement Amount | Money |
Total amount awarded to be used for reporting via a matter CSV export
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Personal Injury Type | Picklist |
List of subsets of Personal Injury cases (e.g. Automobile Accident, Medical Malpractice, Slip & Fall, Construction Accident, etc.)
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