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How to Update a Matter Name/Number

Objective:

  • Update the Matter Number to display Contact or Matter information that may have changed
  • Correct/Revise/Update a Matter name to reflect updated Contact information
  • Change case /file / Matter display number / name
  • Changed the Client on a Matter and would like the Matter Number/Name to reflect the change
  • Update the Matter Number after Changing a Matter's Client
  • How To Update a Matter Title with an Incorrect Client Name
  • Change Matter Name
  • Update Matter Name
  • Updating Matter Name
  • Updating Matter Number

Environment:

  • Clio Manage

Additional Information:

What is the Matter Display Number?

These steps pull in changes that you've made to parts of your Matter Numbering Scheme, such as:

  1. Correcting the spelling of the Client's Name
  2. Changing the Matter's Client
  3. Using a different Matter Description
  • You must first change the relevant components themselves (Client, Description, etc.) before they can be pulled into the Matter Number
  • If you are updating a Matter Number to correct a misspelled Client Name, take these steps to edit the Contact

To change your Matter Name/Numbering scheme, see here.

If you do not see the Update Matter Number option at the bottom of the Edit Matter screen, most likely your Matter Numbering Scheme is set to Manual. If so, to make the change to the Matter Name/Number you can reference here.

Procedure:

  1. Navigate to the Matter
  2. Select the Edit button on upper-right corner
  3. At the bottom of the page, check the box that says Update Matter Number
  4. Select the Save matter button
  5. Refresh your browser screen to see the updated Matter Number

Clio_-_00254-Little-Will_Dispute_-_Edit_2020-05-15_12-24-09.jpg 

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