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KCS - How to Change Matter Number Formatting to include the Matter Number and the Client's Full Name

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 Web App

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:

  1. Click Settings
  2. Click Practice
  3. Click the Matter Numbering subtab
  4. Go to the Insert Separators or Type Your Own Below field
  5. Click x to remove any unnecessary fields
  6. Click the Customize with Additional Fields drop-down menu
  7. Select one of the following:
    1. Matter Number (Firm-wide) if you'd like each Matter number to be unique
    2. Matter Number (Per Client) if you'd like each Matter number for the same client to be sequential
    3. Matter Number (Per Year) if you'd like each Matter number for the same year to be sequential
  8. Click Add
  9. Add a dash (-) after the Matter Number
  10. Click the Customize with Additional Fields drop-down menu
  11. Select Client First Name
  12. Click Add
  13. Click the Customize with Additional Fields drop-down menu
  14. Select Client Last Name
  15. Click Add
  16. Click Update Settings
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