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Can I Make Matter Number Group Sets?

Question:

  • Can I group my Matter Numbers into sets?
  • Can I create Matter Number groups?
  • User would like to have different Matter Numbers for different Practice Areas 
  • How to organize matter number groups? 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Answer:

No, at this time there is no option to create Matter Number Group Sets, however, you may choose to use our manual matter numbering functionality to manually enter Matter Numbers as desired.

To change the Matter Number Scheme to Manual, see the Help Center article "How Do I Set Matter Numbering to Manual for Each Matter?". 

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