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
- Navigate to Matter
- Click Edit
- Enter in desired Matter Number in the appropriate field