KCS - How To Edit My Matter Numbering System

Objective:

  • Edit Matter Numbering Scheme
  • Mass Change Matter Numbers
  • Mass Edit Matter Numbering Scheme
  • Change matter number

Environment:

  • Clio Web App

Additional Information:

If you change your Matter Numbering scheme, you will not be able to undo it. You can change the scheme back to its previous format, but it may look different due to formatting.

For more information on Matter Numbering schemes, please follow this link:

https://support.clio.com/hc/en-us/articles/203336530-Creating-and-Updating-the-Matter-Numbering-Scheme

Procedure:

  1. Go to Settings
  2. Click Practice
  3. Click the Matter Numbering sub-tab
  4. You can now edit your Matter Numbering scheme by either adding in additional fields or by manually entering them.
  5. Check the "Update all existing matters to reflect new numbering scheme" box
  6. Click the Update Settings button.

 

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