2017

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KCS - How to set Matter Numbering Scheme to Manual

Objective:

  • To specify the Matter number/naming scheme manually for each Matter 
  • Manual for each Matter

Environment:

  • Clio Web App
  • Settings > Practice > Matter Numbering

Additional Information:

When creating a Matter you will now have a "Matter Number" field that will need to be filled out. It is not a required field, if it is left empty, the Matter will be named "Blank".

Procedure:

  1. Click on Settings > Practice > Matter Numbering
  2. Select the Manual for each Matter template from the drop down on the left
  3. Click Update Settings in the lower right hand corner
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