2017

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KCS - Client's First and Last Name within Matter Number are Conjoined

Issue:

  • There is no space between the client's first name and last name within the Matter Number

Environment:

  • Clio Web App

Additional Information:

n/a

Cause:

Their is no space within the Matter Numbering settings

Resolution:

  1. Navigate to Settings
  2. Select Practice
  3. Select Matter Numbering
  4. Select the X next to the items within the Matter Numbering that follow the clients first name or last name(depending whether you prefer to have the first name or last name appear first)
  5. Click anywhere within the white Matter Numbering space
  6. Enter a space using your keyboard
  7. Use the Customize with additional fields: drop-down on the left to repopulate the Client's First Name, Summary Name or Last Name again, as well as any other fields that should follow
  8. To have this affect existing Matters check the box to Update all existing matters to reflect new numbering scheme
  9. Select Update Settings

 

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