KCS - What Fields can be Pulled into Matter Numbering?

Objective:

  • What options are available in the 'Customize with additional fields' list? 

Environment:

  • Clio Web App

Additional Information:

You can also set your template to Manual for each matter, to disable automatic numbering and add a text field to each Matter which can be typed into directly

Answer:

  • Client Number
  • Client's First Name
  • Client's Last Name
  • Client's Summary Name
  • Matter Description
  • Matter Number (Firm-wide)
  • Matter Number (Per Client)
  • Matter Number (Per Year)
  • Month
  • Year (2 digits)
  • Year (4 digits)
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