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Where Can I Add a Case Number to the Matter?

Objective:

  • Add case number to the matter 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

You can:

  1. Add it to the matter description
  2. Add it as part of the client's name
  3. Add a custom field to the matter
  4. Set matter numbering to manual and type it in as part of the matter name

 

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