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Matter Number is Blank

Issue:

  • Matter Number is showing as "Blank"
  • Matter name is blank

Environment:

  • Clio Manage

Additional Information:

  • Be aware that changes made to the Matter Numbering Scheme can impact all existing Matter Numbers and are a Firm wide setting

Cause:

  • If the Matter number is [Blank], it is likely because the Matter Number Scheme is set to manual. When this happens, you will need to enter a Matter Number of your choice when you create or edit a Matter in the Matter Number field. If you leave this empty, then the Matter name will be "[Blank]"

Resolution:

Add a Matter Number

  1. Navigate to Matter
  2. Click Edit
  3. Enter in desired Matter Number in the appropriate field

 

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