Collect eCheck and card payments directly through Clio. Find out how.

Commonly Used Custom Fields when Working with Wills

Objective:

  • Custom Fields often created for additional information in Wills cases

Environment:

  • Clio Manage

Additional Information:

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 support@clio.com and we can update the list. 

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
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
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.
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality