KCS - Can I Update Matter Numbers for Only Open Matters?

Objective:

  • Can I update the Matter numbers for only one kind of Matter at a time?
  • Is it possible to update the Matter numbers for only Open Matters and not for the closed or pending ones?

Environment:

  • Clio Web App

Additional Information:

For more information on overriding Matter numbers, click here

Answer:

While it is not possible to update only Open Matters, it is possible to manually override individual Matter numbers. This would allow you to select which numbers to update. However, please note, each override will need to be performed individually, as it is not possible to perform a bulk override.

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