This article may be out of date!
Visit the New Knowledge Center

How do I Remove the Client's Name from my Matter Names?


  • Take out the Client Name from the Matter Number


  • Clio Manage

Additional Information:

Note: These changes to Matter Numbering are permanent and will impact all of your Matters, including any that were migrated into Clio using manually assigned numbers; only proceed if you are positive that you do not need to refer to these numbers. 

  • Matter Numbering setting are firm-wide


  1. Go to Settings
  2. Select Firm Preferences
  3. Click on Matter Numbering
  4. In the darker gray box on the right-hand side of the page, click on the x beside the client first nameclient last name, and/or client summary name
  5. Remove any relevant separators (commas, dots, and or dashes), by clicking of the x alongside (if applicable)
    • E.g., if your scheme was 00001-Client Name, and you just want to use the Client Name, you would remove both the "name" and the hyphen
  6. Check the box to Update all existing matters to reflect new numbering scheme
  7. Click Update Settings
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality