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How to Change Your Matter Number to Start at a Higher Number

Objective:

  • Update Matter Numbering to increase the next Matter Number
  • Have the next Matter created to start at a higher number

Environment:

  • Clio Manage
  • Settings > Firm Preferences > Matter Numbering

Additional Information:

This option will only work if you are choosing a Matter Number that is higher than your current Matter's numbers.

Procedure:

  1. Navigate to Settings
  2. Select Firm Preferences
  3. Select the Matter Numbering tab
  4. Populate the Next Matter Number will start from box with a higher number
  5. Select Update Settings

 

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