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How to Disable Manual Matter Numbering


  • Why is all of my Matter numbering showing as "[blank]"
  • How to automatically set Matter numbers
  • How to set a Matter Numbering Scheme
  • How to revert back to automatic Matter numbering


  • Clio Manage

Additional Information:

See the following articles for more information:


  1. Go to Settings
  2. Click Firm Preferences
  3. Click Matter Numbering
  4. Select the Standard or a Preset template, or create a Custom template using the panel on the right
  5. [Optional] If you want to apply the numbering scheme selected in step 2 to ALL existing matters, check Update all existing matters to reflect new numbering scheme
  6. Click Update Settings in the lower right hand corner


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