Objective:
- Display Matter Description everywhere
- Update Matter Numbering scheme to include Matter Description
- Add Matter Description to Matter Number
Environment:
- Clio Manage
Additional Information:
- Matter Number and Matter Description are displayed together in some locations in Clio so if you make this change you will see the Matter Description listed twice in those places
- If you had Matters migrated into Clio using custom Matter Numbers, updating existing Matters to reflect a new scheme that includes the Matter Description will override the custom Numbers
- Changing Matter Numbering will affect all the users within the firm
Procedure:
- Click on Settings
- Go to Practice
- Select Matter Numbering
- (Optional) Include a separator after your existing components (to display between them and the Matter Description) by clicking on one of the options at the top-right
- From the Customize with additional fields menu, select Matter Description
- (Optional) Select Character truncation and Format Options
- Click Add
- Check the box to Update all existing matters to reflect new numbering scheme
- Click Update Settings