Data Properties – Clarra

Data Properties within Clarra allow for comprehensive customization tailored to your firm's specific requirements across various operational areas. Here’s a breakdown of what you can manage in each section:

Matters

Campaign, Case Data, Comment: Useful for tracking marketing efforts, case specifics, and miscellaneous notes.
Complex, Contingency Fee, Copy of Policy: Identify case complexity, manage financial arrangements, and attach relevant documents.
Courts, Coverage, Dates (First Contact, Accident): Track legal venues, insurance details, and key case dates.

Plaintiffs

Degree of Damage, Intake Status: Essential for assessing plaintiff's damage extent and managing their case's progress.

Events

Event Code, Message Template: Customize codes for easy identification and set templates for consistent communication.

Contacts

Connection Type, Contact Type: Categorize the nature of relationships and types of contacts to streamline communication and case management.

Accounting

Account Type, Cost Center, Expense Category: Key for financial categorization and tracking to ensure precise accounting practices.
Expense Code, Fee Type, GL Code: Manage various accounting codes and classifications to aid in detailed financial documentation and reporting.

Global

Service Type, Classification: Set universal properties that apply across different modules for consistent data management.

Using Filters to Manage Data Properties

You can use the Filters feature to efficiently manage data properties across all sections:

Field Name: Quickly locate specific data fields.
Field Type: Filter by type (dropdown, text, etc.) for targeted adjustments.
Value: Search using specific keywords or values.
Property Type: Distinguish between customizable and fixed properties.
Display on Page: Specify the application area affected by the property.

Accessing Data Properties in Clarra

To customize or review the data properties tailored to your firm’s needs, follow these simple steps:

Profile Icon: Click on the profile icon located at the top-right corner of any page within the Clarra platform.
Properties: From the dropdown menu, select Properties.