KCS - Manual Matter Number Field is Blank When Editing a Matter

Objective:

  • Edit Matter manual Numbering scheme 
  • Empty manual Matter number field 

Environment:

  • Clio Web App

Additional Information:

When you go into Edit Matter Screen, it is clearing Matter Number field when manual Matter numbering is set.

Answer:

This was due to a solve for a previous issue. You can manually enter in the Matter Number in the Manual Matter Number field, and it will save going forward. If you want Clio to do this for all the Matters in your firm, please have the account Owner contact Clio Support at 1-888-858-2546 ext.2 

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