Have you heard? We acquired Lexicata in the first milestone to creating a more advanced client engagement platform. Read more here.

KCS - What are these Numbers in the File Name for my Statement of Accounts?

Objective:

  • The file name for my Statement of Accounts has 2 sets of numbers, what are they? 
  • What are these two long strings of numbers in the SoA?

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

When downloading a Statement of Account, the file name includes two sets of number by default. The first is your Clio Customer ID and the second is a essentially a random string of numbers assigned consecutively to each Statement generated across Clio.

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