KCS - Why is my Matter Named "Matter Number Not Set"?

Objective:

n/a

Environment:

  • Clio Web App

Additional Information:

n/a

Answer:

If the Matter Numbering Scheme is set to [Client Last Name] and the Client does not have a last name, the Matter number will display as "Matter number not set".

To fix this, please edit the Client's name to add a last name, and then update the Matter Name.

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