KCS - Does Updating a Contact Update the Matter Numbering Scheme

Objective:

  • Updating the Matter Numbering Scheme to reflect changes to Contact

Environment:

  • Clio Web App

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
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