Why Don't I Have a "Matter number" Field When I Create or Edit a Matter?

Objective:

  • Where is the Matter Number field that I can type into? 

Environment:

  • Clio Web App

Additional Information:

How to set Matter Numbering Scheme to Manual

Answer:

The "Matter number" field will display when your Matter Numbering scheme is set to "Manual for each matter." If you are using an automatic numbering scheme, or if you have included other fields, in addition to the "manual field," this will conflict with the manual scheme and cause the "Matter number" field to be removed from the Create or Edit Matter page. 

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