KCS - What Are The Different Client Numbers?

Objective:

  • Purpose of the client reference number
  • Where can Client Numbers be Found
  • What is a Client Reference Number?
  • What is a Client ID Number?
  • What is a Client Number?

Environment:

  • Clio Web App 

Additional Information:

  • N/A

Answer:

  • Client ID number- This can be found in the URL of the Contact. This is the number that QuickBooks Online uses
  • Client Reference Number- It is an arbitrary number which is firm generated that can be assigned to your client when generating a Matter. The Client reference number is applicable to LEDES Billing. For more information on LEDES Billing and the Client Reference Number, click here
  • Client Number- This is the number that is used in your Matter Number Scheme. If your contact was the 45th one created, that is the number that is displayed.
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