2017

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KCS - Can I Set Up My Matter Numbers So That Each Client's Matters Start From 00001?

Objective:

  • Use per-client Matter Numbering
  • Separate numbering for each client's matters

Environment:

  • Clio Web App

Additional Information:

Creating and Updating the Matter Numbering Scheme

Answer:

Yes, you can do so by adding Matter Number (Per Client) to your Matter Numbering scheme. 

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