Objective:
- Take out the Client Name from the Matter Number
Environment:
- 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
Procedure:
- Go to Settings
- Select Firm Preferences
- Click on Matter Numbering
- In the darker gray box on the right-hand side of the page, click on the x beside the client first name, client last name, and/or client summary name
- 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
- Check the box to Update all existing matters to reflect new numbering scheme
- Click Update Settings