How to Disable Manual Matter Numbering

Objective:

• 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

Environment:

• Clio Manage

Additional Information:

See the following articles for more information:

• KCS - How Can I Show Matter Descriptions with Matter Numbers?
• KCS - How Do I Create a Custom Matter Numbering Template?
• KCS - How Do I Change All of My Matter Numbers to Match a New Matter Numbering Template

Procedure:

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