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How Do I Add a Client Reference Number?

Objective:

  • Client number for Matter
  • Client ID
  • Add a Client ID to my Matter

Environment:

  • Clio Manage

Additional Information:

You can add the same Client Reference Number on multiple Matters.

Procedure:

  1. Navigate to the particular Matter
  2. Click on Edit Matter
  3. Enter Client reference number

Clio_-_00008-Hector_-_Edit_2019-12-16_15-17-07.png

 

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