How to Override a Matter Number

Objective:

  • To change the Matter Number of an existing Matter
  • Matter Number Override process
  • How to start a new Matter Numbering Scheme

Environment:

  • Clio Manage

Additional Information:

If you're unable to find a Matter during the override process, this means that the Matter is Closed.

For more information on Matters that aren’t visible on the Matter Tab, please click here

Procedure:

  1. Go to Settings
  2. Select Firm Preferences
  3. Select Matter Numbering
  4. Click Open in the "Matter Number Override" section at the bottom of the page
  5. Enter the Matter Number you want to change in the "Matter" field
  6. Enter the new Matter Number you want to change it to in the "New Matter Number" field
  7. Click Update
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