Objective:
- Set my matter numbering scheme/schema
- Set up matters to appear how I'd like
- Edit my Matter Numbering system
- Change my Matter Numbering Scheme
- How to edit my Matter Number Scheme
Environment:
- Clio Manage
Additional Information:
As you create your template a preview of that template will appear at the top of the page. Changes made to the Matter Numbering Template will only be applied to new Matters on a go-forward basis, however bulk actions can update Matters that were previously created.
For more information on Matter Numbering schemes, please click here.
Answer:
- Click on Settings
- Click on Firm Preferences
- Click on the Matter Numbering subtab
- Under Insert separators or type your own below click the x on the right of each box
- Either:
- Select a field from the Customize with additional fields dropdown then:
- Select any additional options
- Click Add
- Click the period, dash, or slash button on the top-right
- Select a field from the Customize with additional fields dropdown then:
- Continue to select fields or special characters until the Matter Number Template is complete
- Click Update Settings