KCS - How to Add Static Components to your Matter Numbering Template

Objective:

  • Add static text components to the Matter Numbering

Environment:

  • Clio Web App

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:

  1. Go to Settings
  2. Click on Practice
  3. Click on the Matter Numbering tab
  4. Click the x beside each existing component on the right to clear them
  5. 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

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality