- How to add a unique client number to my numbering.
- Clio Manage
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.
- Go to Settings
- Select Firm Preferences
- Select Matter Numbering
- From the dropdown pick Matter Description
- [Optional]: Check the box Update all existing matters to reflect new numbering scheme
- Click Update Settings
- Go back to the Matter
- Click Edit / Edit Matter
- In the Matter Description add the unique Client Reference Number
- Scroll down and check the checkbox
- click Save Matter