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:
If you are updating a Matter Number to correct a misspelled Client Name, to first edit the Contact please see these steps.
Procedure:
Previous Clio
- Navigate to the Matter
- Select the Edit button on upper-right corner
- At the bottom of the page check box Update the Matter Display Number
- Select the Update Matter button
New Clio
- Navigate to the Matter
- Select the Edit button on upper-right corner
- At the bottom of the page check box Update Matter Number
- Select the Save Matter button