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How Do I Set an Automatic Matter Number Scheme after Importing Matters Manually?

Objective:

  • Continue matter numbers at a specific number after importing manually
  • Maintain manual matter numbers and count up automatically after the import
  • Make sure that Clio starts numbering at a specific number after importing matter custom number

Environment:

  • Clio Web App

Additional Information:

This will typically only apply when using Matter Number by Year and Matter Number by Client

Procedure:

  1. Import matters under manual
  2. Change matter numbering scheme to the desired automatic scheme going forward
  3. Check Update all existing matters to start at this number (make sure that the next matter number will start at 1
  4. Check Update all existing matters to reflect new numbering scheme
  5. Click Update Settings
  6. Wait for all matter numbers to update
  7. Change matter numbering scheme to manual
  8. Click Update all existing matters to reflect new numbering scheme
  9. Wait for all matter numbers to update
  10. Change matter numbering scheme to desired automatic scheme going forward
  11. Click Update settings

 

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