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How to Access Matter Numbering

Objective:

  • Edit Matter Numbering
  • Where to Adjust Matter Name
  • How to Add to Matter Number
  • Where to Update Matter Title

Environment:

  • Clio Manage

Additional Information:

Administrator level access is required for this setting.

Procedure:

  1. Go to Settings
  2. Click Firm Preferences
  3. Click Matter Numbering

 

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