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How to add the Client Reference to the Matter Number

Objective:

  • How to add a unique client number to my numbering.

Environment:

  • Clio Manage

Additional Information:

If you have already created a Matter and you change the Matter Numbering following the steps you will need to edit the Matter and choose to update the Matter display. 

Updating the Client Reference Number will not update your Matter Naming convention. 

Procedure:

  1. Go to Settings
  2. Select Firm Preferences
  3. Select Matter Numbering 
  4. From the dropdown pick Matter Description
  5. [Optional]: Check the box Update all existing matters to reflect new numbering scheme
  6. Click Update Settings
  7. Go back to the Matter 
  8. Click Edit / Edit Matter
  9. In the Matter Description add the unique Client Reference Number 
  10. Then scroll down and click Save Matter
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