Can I keep my old Matter Numbering scheme when migrating to Clio?


  • Keeping original Matter Numbers
  • Retaining the Case Number scheme


  • Clio Web App

Additional Information:



Yes, it is possible to keep the original numbering scheme from your previous practice management software with a few requirements. When exporting the data from the previous practice management software, the data set must contain a section with the original numbers in relation to the respective matters. The original numbers must also be unique as numbers cannot be reused in Clio.


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