KCS - How to Set Matter Numbering to Manual for Each Matter

Objective:

  • Change settings so you can manually name your Matters in the Matter Edit screen

Environment:

  • Clio Web App

Additional Information:

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

Procedure:

  1. Go to Settings
  2. Click Practice
  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
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