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