Objective:
- Add static text components to the Matter Numbering
Environment:
- Clio Manage
Additional Information:
- A Static Component would be a string of text that is part of the Matter Numbering but doesn't change between Matters. For example, if you want all your Matters to start with "CLG-", followed by the name of the Client (CLG-Hamilton), you would set your Matter Numbering to be
[CLG-]
[client summary name]
Procedure:
- Go to Settings
- Click on Practice
- Click on the Matter Numbering tab
- Click the x beside each existing component on the right to clear them
- To add the Static Component, click in the white space where it says Click to add additional text, and type your string of text. When you are done, hit Enter