Objective:
- Matter Number too high
- Wrong Number on my Matter
Environment:
- Clio Manage
- Excel
- Google Sheets
Additional Information:
- n/a
Answer:
- Click on Matters
- Click on the All button
- Click Export
- Under Output Format select CSV
- Click Export
- Wait for the Export to complete
- Click Download
- Open the CSV file in a spreadsheet program (such as Excel or Google Sheets):
- If your Matter Numbering template uses Matter Number (Firm-wide), the next Matter number will be one higher than the largest number in Column B of the exported CSV.
- If your Matter Numbering template uses Matter Number (Per Year), the next Matter number will be one higher than the largest number in Column B of the exported CSV that has an Open Date (Column D) in the current year.
- If your Matter Numbering template uses Matter Number (Per Client), the next Matter number will be one higher than the largest number in Column B of the exported CSV that has the same Client (Column T) as the newly created Matter.