- To create sub-Matter numbers for clients
- To generate Matters for a particular Client 1 that has Matter Numbers that are 1A, 1B, etc and Client 2 has Matter Numbers that are 2A, 2B etc.
- Clio Manage
For more information on how to change Matter Number schemes click here.
You can manually change Matter Numbers to reflect a sub-Matter number scheme but Clio will not automatically create this scheme.