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Why do my Matter Numbers not Include the Matter Description?

Question:

  • Why do my Matter Numbers not Include the Matter Description?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

Depending on how the Matter Numbering Scheme is setup on your Clio account, it may not include the Matter description as part of the matter number. Please refer to Creating and Updating the Matter Numbering Scheme for more information on how to update your Matter Numbering Scheme to include the matter description. 

 

 

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