- Bulk update my Matter numbers
- Update all existing matters to reflect new numbering scheme
- Clio Manage
This will override all Matter Numbers in your Clio account, changing the number to match the Matter Numbering scheme that you've chosen.
You cannot undo an Update to all existing matters to reflect a new numbering scheme.
- Click on Settings
- Click on Firm Preferences
- Click on Matter Numbering
- Enable the Update all existing matters to reflect new numbering scheme checkbox
- Optionally set a new starting Matter number by:
- Setting the Next matter number will start from value to a new number
- Enabling the Update all existing matters to start at this number checkbox
- Click the Update Settings button