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Can I Include Practice Areas in my Matter Numbering?

Objective:

  • To determine if Practice Areas is a field that can be included in my Matter Numbering
  • Matter Numbering Scheme
  • Personalise Matter Numbers
  • Practice Areas

Environment:

  • Clio Manage

Additional Information:

As a workaround, we suggest entering the Practice Area in your Description and including that in your Matter Numbering

Alternatively, you can create a Manual Matter Numbering Scheme How do I Manually Change a Matter Number? 

Answer:

No, not at this time. If you'd like to see this added to Clio, please reach out to Support Team

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