KCS - Can I Make Matter Number Group Sets?

Objective:

  • 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 

Environment:

  • Clio Web App

Additional Information:

Workaround:

- Change the Matter Number Scheme to Manual (please follow this link for instructions on how to change to Manual: Change Matter Numbering to Manual

- As you create Matters, manually enter Matter Number as desired 

Answer:

At this time there is no option to create Matter Number Group Sets, however there is a workaround for this. 

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