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[Client Matter Number] Does Not Appear as an Option When Editing Matter Numbering Settings


  • "Matter Number (Per Client)" is not an option in the "Customize with additional fields:" drop-down menu in the Settings > Firm Preferences > Matter Number screen.


  • Clio Manage

Additional Information:



"Matter Number (Per Client)" will not appear as an option if "Matter Number" is currently selected in the "Insert separators or type your own below" box. 


  1. Click x beside [Matter Number]
  2. Click the Customize with Additional Fields drop down menu
  3. Select Matter Number (Per Client)


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