Objective:
- Updating the Matter Numbering Scheme to reflect changes to Contact
Environment:
- Clio Manage
Answer:
When you make updates to Contact, this change is not automatically reflected in the Matter Number. To make this update, follow the following steps:
- Navigate to the Matter
- Select the Edit button on the upper-right corner
- At the bottom of the page check box Update Matter Number
- Select the Save Matter button
- Refresh screen to show updated Matter Number