- To specify the Matter number/naming scheme manually for each Matter
- Manual for each Matter
- Clio Web App
- Settings > Practice > Matter Numbering
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".
- Click on Settings > Practice > Matter Numbering
- Select the Manual for each Matter template from the drop down on the left
- Click Update Settings in the lower right hand corner