Objective:
- Can I change one Matter's Matter Number to be higher than others, without having the change impact future Matter Numbers?
Environment:
- Clio Manage
Additional Information:
- n/a
Procedure:
- Go to Settings
- Click Firm Preferences
- Click Matter Numbering
- Click open for the Matter Number Override box
- Type in the Matter Number you want to override
- Type "1" in the New Matter Number field
- Click Update
- Note down the current Matter Numbering scheme (located in the white box on the right)
- Click the Select template drop-down menu
- Select Manual for each matter
- Click Update Settings
- Go to the Matter
- Click Edit matter
- Go to the Matter Number field
- Manually type the new Matter Number
- Click Save matter
- Go to back to Settings > Firm Preferences > Matter Numbering
- Open the Select template drop-down menu
- Select Standard
- Recreate your previous Matter Numbering Scheme
- Update Settings