KCS - How Do I Change All of My Matter Numbers to Match a New Matter Numbering Template

Objective:

  • Bulk update my Matter numbers
  • Update all existing matters to reflect new numbering scheme

Environment:

  • Clio Web App

Additional Information:

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. 

Procedure:

  1. Click on Settings
  2. Click on Practice
  3. Click on Matter Numbering
  4. Enable the Update all existing matters to reflect new numbering scheme checkbox
  5. Optionally set a new starting Matter number by:
    1. Setting the Next matter number will start from value to a new number
    2. Enabling the Update all existing matters to start at this number checkbox
  6. Click the Update Settings button

 

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