- Custom Fields often created for additional information in Wills cases
- Clio Manage
If there are any Custom Fields that are missing from this list that you think would be helpful to add for other attorneys, please contact email@example.com and we can update the list.
|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
|Social Security Number||Text (One-Line)||
Federal identification number. Text (One-Line) is most often used as SSNs are written in this format: XXX-XXX-XXXX.
|Date of Birth||Date||Client's date of birth|
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.