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KCS - Can I Add the Client Reference to Matter Numbering


  • 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

Additional Information:

  • 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.
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