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How to Override a Matter Number

Objective:

  • To change the Matter Number of an existing Matter.

Environment:

  • Clio Manage

Additional Information:

If you cannot find the Matter in the Matter box please check this article

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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