- Want to use the Client Reference field within Matter Numbering when it is not appropriate to put the Client Reference number in the Matter Description
- Clio Web App
- If there is no concern with using the Matter Description field to record the Client Reference number, follow the instructions here
- If the above-referenced option is not appropriate, contact Clio Support and request that this feature be added to Clio
- No, it is not possible to add the Client Reference number as a field to Matter Numbering in Clio.