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.