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

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 Numbering scheme, see 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 screen