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Why Does The Matter Description Appear Multiple Times?

Objective:

  • To understand why the Matter Description is duplicated in various areas 
  • Resolve Matter Description appearing multiple times in Matter list view

Environment:

  • Clio Manage

Additional Information:

Verify the Matter Numbering scheme as per Creating and Updating the Matter Numbering Scheme and in the Matter Dashboard, and that these appear as intended.

Answer:

In some areas of Clio, like the Matter list view, the Matter Description is shown automatically. This is intended behaviour which aims to support most use cases, however it might result in unwanted or duplicated fields for some Matter Numbering Schemes in various views.

This is a noted feature request to have the ability to hide the Description in such areas. 

 

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