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:
- Go to Settings
- Click Firm Preferences
- Click Matter Numbering
- Open the Select Template drop-down menu
- Select Manual for Each Matter
- Click Update Settings in the lower right-hand corner