Objective:

• Change settings so you can manually name your Matters in the Matter Edit screen
• Customize each matter number

Environment:

• Clio Manage

Additional Information:

Note: Changes made to Matter Numbering Settings are irreversible. Please proceed with caution before making any changes to your Matter Numbering

After taking the steps below, a "Matter Number" field will become available when creating new Matters or editing existing ones. Click here for the steps on how to then edit an existing Matter Number.

Procedure:

1. Go to Settings
2. Click Firm Preferences
3. Click Matter Numbering
4. Open the Select Template drop-down menu
5. Select Manual for Each Matter
6. Click Update Settings in the lower right-hand corner