The following fields in Case Status are linked to the following corresponding fields in Clio. Utilize this section as a key to determine what information will be pulled over into Case Status from the Clio integration.
| 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 |
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