- Custom Fields often created for additional information in Personal Injury cases
- Clio Manage
How to Create Custom Fields for Matters
|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.
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.|
Amount of money being claimed as damages in the lawsuit.
Date on which the injured party filed a lawsuit.
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.
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.)