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Issue: When I Update the Matter Description on the Edit Matter Screen, and Click to Update The Matter Number, Both the Number and the Description changes to a Random Number

Issue:

  • When updating the Matter Description and click "Update Matter Number", the number and description changes.

Environment:

  • Clio Manage

Additional Information:

  • n/a

Cause:

  • The Matter Numbering scheme was set to "manual" previously, meaning Matter Numbers were entered manually as opposed to being automatically generated.
  • The Matter Number will reflect the next number in the sequence when it was set to manual
  • You can verify this by exporting the Matters as a CSV and checking the "Custom Number" Column

Resolution:

Override the new Matter Number by following the steps here.

 

 

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