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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

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

Clio_-_00081-Hay_-_Edit_2019-12-03_14-39-14.png 

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