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

Objective:

  • Take out the Client Name from the Matter Number

Environment:

  • Clio Web App

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:

  1. Go to Settings
  2. Select Practice
  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
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