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How Do I Edit A Matter Number When Manual Matter Numbering is Set Up?

Objective:

  • How do I set the Matter Number manually?
  • Can I change the Matter name?

Environment:

  • Clio Manage

Additional Information:

  • For more information on how to set up Manual Matter Numbering and make the Matter Number field in Step 3 visible click here

Procedure:

  1. Locate the Matter in question
  2. Click Edit
  3. Make the necessary changes in the Matter Number field
  4. Click Save Matter

 

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