How are Client Matter Numbers assigned for Existing Matters if I Update Existing Matters to Start at a New Number?

March 09, 2021 00:26

Objective

How are the Client Matter Numbers assigned if I click "Update all existing matters to start at this number" for my Matter Numbering Scheme?

Environment:

Clio Manage

Additional Information:

Answer:

When updating the Matter Numbering Scheme, if you select "Update all existing matters to start at this number", the Client Matter Numbers will be assigned based on the Open Date.