- I am trying to override a Matter number however it is not showing-up on the matter box in the matter number override page.
- Clio Manage
Closed matters will not show-up on the list.
To resolve this, we will need to re-open the matter and close the matter after changing the matter number.
- Click on Matters in the left hand side of Clio
- Select the "closed" tab at the top of the page and open the Matter you want to override
- On the Matter's Dashboard scroll down to the details section
- Take note of the closed date and change the status to open
- To save time, open a new tab and go to the Matter numbering Settings page
- Override the Matter Number
- Go back to the tab where you had the Matter opened
- Click Edit Matter at the top right
- Change the status to closed and check the closed date to make sure it is the correct date.