KCS - 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

Environment:

  • Clio Web App

Additional Information:

See the following articles for more information:

Procedure:

  1. Go to Settings
  2. Click Practice
  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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