Objective:

Custom Fields often created for additional information in Personal Injury cases

Environment:

Clio Manage

Additional Information:

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.
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.
Date of Incident	Date	Date on which the events at issue occurred.
Injuries	Text (Multi-Line)	Listing of injuries claimed in this matter.
Damages Sought	Money	Amount of money being claimed as damages in the lawsuit.
Filing Date	Date	Date on which the injured party filed a lawsuit.
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.
Settlement Amount	Money	Total amount awarded to be used for reporting via a matter CSV export
Personal Injury Type	Picklist	List of subsets of Personal Injury cases (e.g. Automobile Accident, Medical Malpractice, Slip & Fall, Construction Accident, etc.)