Objective:

• Show Matter Descriptions in the Billable Clients view.

Environment:

• Clio Manage

Additional Information:

Note that overriding your Matter Numbering is a permanent change. If you are unsure on the directions or require assistance, call Support at 1-888-858-2546.

Procedure:

In order to show the Matter Description on the Billable Clients page, you would have to include the Matter Description within the Matter Number. Follow the steps below to enable this in Clio account.

1. Select Settings.
2. Select Firm Preferences.
3. Select Matter Numbering.
4. Under "Customize with additional fields:", click the drop-down arrow and select Matter Description.
5. Select Add.
6. Select the checkbox beside "Update all existing matters to reflect new numbering scheme".
7. Select Update Settings.