- How to add a unique client number to my numbering.
- Clio Web App
- Settings >Practice > Matter Numbering
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.
- Go to Settings > Practice
- Select Matter Numbering
- From the dropdown pick Matter Description
- Go back to the Matter
- Click Edit
- In the Matter Description add the unique Client Reference Number
- Then scroll down and Update Matter