Objective:
- Change Matter Number to show the Matter Number and the Client's Full Name.
- Desired Format: [Matter Number]-[Client first name][Client last name]
Environment:
- Clio Manage
Additional Information:
To apply this new scheme to all Matters, select Update all existing matters to reflect new numbering scheme before clicking Update Settings.
Procedure:
- Click Settings
- Click Firm Preferences
- Click the Matter Numbering subtab
- Go to the Insert Separators or Type Your Own Below field
- Click x to remove any unnecessary fields
- Click the Customize with Additional Fields drop-down menu
- Select one of the following:
- Matter Number (Firm-wide) if you'd like each Matter number to be unique
- Matter Number (Per Client) if you'd like each Matter number for the same client to be sequential
- Matter Number (Per Year) if you'd like each Matter number for the same year to be sequential
- Click Add
- Add a dash (-) after the Matter Number
- Click the Customize with Additional Fields drop-down menu
- Select Client First Name
- Click Add
- Click the Customize with Additional Fields drop-down menu
- Select Client Last Name
- Click Add
- Click Update Settings