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How to Restore Manual Matter Numbers if I Accidentally Replace it with Something Else in Matter Numbers Settings?

Objective:

  • Restore manual matters names / numbers if I accidentally replaced it in the Matter Number settings
  • Restore manual matter numbers of old software

Environment:

  • Clio Manage

Additional Information:

  • Although this has restored manual matter names / numbers in the past, this is not a guaranteed fix. Clio does not have a function to undo or restore changes to matter numbers.

Answer:

  1. Go to Settings
  2. Click Firm Preferences
  3. Select the Matter Numbering tab on top
  4. Under the Select template box, select Manual
  5. Check the box Update all existing matters to reflect new numbering scheme
  6. Click Update Settings to the right
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