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

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:

  • n/a

 

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. 

 

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