Objective:
- Currently, using standard Matter Numbering and want to add a customized description at the end of the Matter Name
- Update Matter description
- Matter Numbering Scheme
- Personalise Matter Numbers
Environment:
- Clio Manage
Additional Information:
Example Current Scenario
You have created multiple Matters for a Contact, and Matter names appear something like as follows:
00001-Brown
00002-Brown
00003-Brown
Desired Scenario
You are happy with your current Matter Numbering settings, but would prefer something like the following for this specific Contact:
00001-Brown-Will
00002-Brown-Personal Injury
00003-Brown-Civil Litigation
If you'd prefer to change your Matter Numbering Scheme to automatically pull your Matter Description to avoid making these manual changes, click here.
Procedure:
To manually change these Matter Numbers we will have to Temporarily modify the Contact's Last Name and update the corresponding Matters:
- Edit the Contact's Last Name to include the descriptor:
- Locate the Contact
- Select Edit
- In the Last Name Field, add the descriptor to the end of the current Last Name (ex. add "-Will" so the Last Name reads "Brown-Will")
- Update Person
- Update the Matter Number
- Locate the Matter
- Select Edit
- At the bottom of the Matter Edit page, check off the box Update Matter Number
- Save/Update the Matter
- Matter Number will now reflect updated name (ex. 00001-Brown-Will)
- Re-Edit the Contact's Last Name
- Once you are happy with the updated Matter numbers, please return to the Contact and Edit the Last Name back to the correct last name.
- Update Person to save changes (ex. remove "-Will" so the Last Name reads "Brown")