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 Web App
Additional Information:
These steps pull in changes that you've made to parts of your Matter Numbering Scheme, such as:
- Correcting the spelling of the Client's Name
- Changing the Matter's Client
- 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:
- Navigate to the Matter
- Select the Edit button on upper-right corner
- At the bottom of the page, check the box that says Update Matter Number
- Select the Save Matter button