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

Objective:

  • Keeping original Matter Numbers
  • Retaining the Case Number scheme

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

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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