Objective:
- What number will Clio use next when I make a new Matter?
- Does Clio automatically generate the Matter Number?
Environment:
- Clio Manage
Additional Information:
For more on Matter numbering templates, see here.
Answer:
The answer varies, depending on how you've configured your Matter numbering template:
- If your firm uses Matter Number (Firm-wide), Clio will look for the highest Matter Number currently in use, then uses the next-highest number.
- If your firm uses Matter Number (Per Client), Clio will look for the highest Matter Number currently used by the new Matter's Client, then uses the next-highest number.
- If your firm uses Matter Number (Per Year), Clio will look for the highest Matter Number currently used with an Open Date in the current year, then uses the next-highest number.