KCS - How to Update a Matter Name

Objective:

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

Environment:

  • Clio Web App

Additional Information:

  • These steps will update the Matter Number by pulling in changes that you have made to components of your Matter Numbering Scheme, such as correcting the spelling of the Client's Name, changing the Matter Client, or 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

Procedure:

Previous Clio 

  1. Navigate to the Matter
  2. Select the Edit button on upper-right corner
  3. At the bottom of the page check box Update the Matter Display Number
  4. Select the Update Matter button

New Clio 

  1. Navigate to the Matter
  2. Select the Edit button on upper-right corner
  3. At the bottom of the page check box Update Matter Number
  4. Select the Save Matter button

 

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