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


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


  • Clio Web App

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


  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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