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How To Revert A Matter Numbering Change After a Migration?

Issue:

  • My Matter Numbering from my Migration has changed.
  • I accidentally changed my Matter Numbering after my migration how do i fix it. 

Environment:

  • Clio Manage

Additional Information:

This resolution only applies to Matter Numbering changes that occur after a Migration. This resolution is dependent on the mapping agreed between yourself and the Clio Migrations Team. 

Cause:

A Matter Numbering change is caused when a user navigates to the Matter Numbering screen and over rides the numbering scheme.

Resolution:

  1. Click Settings > Firm Preferences
  2. Click Matter Numbering
  3. Click Select Template
  4. Choose Manual
  5. Tick Update All Existing Matters To Reflect New Numbering Scheme
  6. Click Update Settings

 

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