KCS - How to Override a Matter Number

Objective:

  • To change the Matter Number of an existing Matter

Environment:

  • Clio Web App

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Select Practice
  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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