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.
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| Date of Birth | Date | Client's date of birth |
| 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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| Special Notes | Text (Multi-Line) |
Place to put special notes for the matter that need to be top of mind.
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