- To determine how to get Matters to appear in Search results.
- To get Matters that are not appearing in Search result to appear.
- Clio Web App
If you have ensured the Matter number is correct, you can override the Matter number to the same number.
- Open Settings
- Select Firm Preferences
- Select Matter Numbering
- Select Open for Matter Number Override
- Enter the existing Matter Number (eg: 12345)
- Type in the same Matter Number in the New Matter Number field (eg; 12345)
- Select Update
- Perform a search for the Matter
If it still does not appear after these steps, contact Clio Support at firstname.lastname@example.org or 1-888-858-2546.