Case Status Field

Clio Field

Required?

Additional Notes

Case ID

Matter Name

Yes

Case Description

Matter Description

No

Primary Attorney

Responsible Attorney

Yes

Practice Area

Practice Area

Yes

Group Name

N/A

N/A

Date

Open Date

No

Case Manager

N/A

N/A

Client First Name

Contact First Name

Yes

Unless contact is a Company, then the field is 'Name'

Client Last Name

Contact Last Name

Yes

Client Email Address

Contact Email Address

No

Client Phone Number

Contact Phone Number

Yes