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KCS - Can I Use Matter Numbering From My Old Software?

Objective:

  • I am getting a Migration can I use the Numbering from my old system?
  • Am I able to keep my former practice management softwares numbering in Clio? 

Environment:

  • Clio Web App

Additional Information:

Matter Numbering is not automatic when set to manual you will need to recall the last number you entered to ensure that it 

Answer:

Yes, you can use a numbering system from a previous practice management system, but tho do this in Clio you will need to set your Matter Numbering to manual. This article on How To Set Matter Numbering To Manual will assist in this process. 

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