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

Issue:

  • "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.

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

"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. 

Resolution:

  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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