KCS - How to set Matter Numbering Scheme to Manual


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


  • Clio Web App

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".


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