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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

 

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