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KCS - 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 Web App

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 Practice
  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
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