KCS - How do I Know Which Number Will be Assigned to the Matter I'm About to Create?

Objective:

  • Matter Number too high
  • Wrong Number on my Matter

Environment:

  • Clio Web App
  • Excel
  • Google Sheets

Additional Information:

n/a

Answer:

  1. Switch to previous Clio
  2. Click on Matters
  3. Click on the All button
  4. Click Export
  5. Under Output Format select CSV
  6. Click Export
  7. Wait for the Export to complete
  8. Click Download
  9. Open the CSV file in a spreadsheet program (such as Excel or Google Sheets):
    1. 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.
    2. 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.
    3. 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. 
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