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

Objective:

  • Find out why matter name shows "Matter Number Not Set"

Environment:

  • Clio Manage

Answer:

1) 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.

 

2) The Matter Numbering Scheme is set to manual.  So you would need to either manually edit the matter name or change matter numbering to a different structure.

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