Introducing The Law Community, the online community just for Clio customers. Sign up now.

Not a Clio customer? Learn more about Clio's Case Management Software for Lawyers

When Creating a Matter, Why Is a Matter Number a Required Field?

Question:

  • Why do I have to enter a Matter Number?
  • Why am I required to enter a Matter Number?

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

The Matter Numbering scheme is set to be Manual for each Matter. To create a new scheme, please see this article: Creating and Updating the Matter Numbering Scheme

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality