Mastering Clio's Custom Fields: Unlocking the Full Potential of Your Legal Bookkeeping Software
Jul 17, 2023
To truly excel as a trusted advisor to your law firm clients and effectively train their staff on harnessing the power of Clio software, it's not enough to simply recommend the right software. You must also ensure that they understand and make the most of its features.
While it may be tempting to rely on the software developer's training materials, it is often observed that clients only scratch the surface of what Clio can truly do. In this article, we'll zoom in on one of Clio's hidden gems: Custom fields.
Both Clio Manage and Clio Grow offer a custom field option, but do you fully understand its potential? Custom fields have limitless possibilities, allowing you to tailor the software to suit your specific practice area. Let's dive into some real-life examples and explore the incredible opportunities that await and the details you can capture. The suggested list below is ideas for custom fields in Clio by practice area. This same list can be used for custom field in LeanLaw:
Immigration firms
- Current immigration status
- Marital status
- Country of current citizenship
- Alien number
- Case number
- Court deadline
Family law
- Judge
- Opposing party
- Opposing counsel
- Date of marriage
- Date of separation
- Number of children
- Party requesting child custody.
- Health care through an employer
Estate planning law
- Criminal law
- Court dates
- Judge
- Prosecutor
- Court location
- Case number
Criminal Law
- Charges
- Laws broken
- Date of incident
- Witnesses
- Arresting officer
- Plea
- Bail
- Criminal record
- Outcome
Personal injury law
- Insurance adjuster
- Date of incident
- Opposing counsel
- Injuries
- Damages
- Judge
- Court
- Personal injury type
Estate planning law
- Date of birth
- Date of death
- Executor
- Case number
- Social Security number
- Employer
- Property held
- Life insurance policyholder
- Life insurance beneficiary
- Name of the person who has custody of the minor child
Boost Referrals and Streamline Your Bookkeeping with Custom Fields
If your firm heavily relies on referrals, don't miss out on a simple yet effective way to track them. Consider including a general box for the referral source across all practice areas. This will help you keep track of where your valuable clients are coming from.
But custom fields offer even more possibilities. Instead of just a blank space, you can create a drop-down list, a date selector, or any other format that suits your needs. This flexibility helps you gather the right information in the right way. Customization at its best and capturing the ever-important information on your clients.
The real power of custom fields lies in your control. Not only can you create custom fields based on your client's specific needs, but you can also make them mandatory. This ensures that crucial information is always collected during client setup.
Take your bookkeeping to the next level with customizable and mandatory custom fields. It's time to streamline your practices and boost your firm's success. If you want to learn more about Clio, join our mastermind group, The Accountants Law Lab.
Do you want to join our private group? We have a large collection of videos that you can learn from, and we hold weekly meetings every Friday at 9 am PT/12 pm ET.
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