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: 

1. Navigate to the Matter
2. Select the Edit button on the upper-right corner
3. At the bottom of the page check box Update Matter Number
4. Select the Save Matter button
5. Refresh screen to show updated Matter Number