How Do I Create a Custom Matter Numbering Template?

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:

1. Click on Settings
2. Click on Firm Preferences
3. Click on the Matter Numbering subtab
4. Under Insert separators or type your own below click the x on the right of each box
5. Either:
   1. Select a field from the Customize with additional fields dropdown then:
      1. Select any additional options
      2. Click Add 
   2. Click the period, dash, or slash button on the top-right
6. Continue to select fields or special characters until the Matter Number Template is complete
7. Click Update Settings