KCS - How Can I Show Matter Descriptions with Matter Numbers?

Objective:

  • Display Matter Description everywhere
  • Update Matter Numbering scheme to include Matter Description
  • Add Matter Description to Matter Number

Environment:

  • Clio Web app

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:

  1. Click on Settings
  2. Go to Practice
  3. Select Matter Numbering
  4. (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 



  5. From the Customize with additional fields menu, select Matter Description
  6. (Optional) Select Character truncation and Format Options
  7. Click Add
  8. Check the box to Update all existing matters to reflect new numbering scheme
  9. Click Update Settings

 

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