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How do I Manually Change a Matter Number?

Objective:

  • Manual Matter Number change
  • Change Matter Number for just one Matter
  • Update Matter Number just once

Environment:

  • Clio Manage

Additional Information:

You can do this for just some Matters, while keeping your existing Matter Numbering scheme the same for other existing Matters.

Procedure:

In Settings:

  1. Navigate to Settings
  2. Click on Firm Preferences
  3. Click Matter Numbering
  4. Under Select template, select Manual for each matter
  5. Click on Update Settings

In the Matter:

  1. Navigate to the specific Matter
  2. Select Edit matter
  3. Enter in the Matter number
  4. Save matter

Clio_-_00007-Cake_Beauty_-_Edit_2019-12-16_17-48-53.png

Once you've done this, to revert back to your old Matter Numbering scheme:

  1. Navigate back to Settings
  2. Click on Firm Preferences
  3. Under Select template, select Custom
  4. Click on Update Settings

Note: Once you update Matter numbers manually, you cannot update all existing matters to reflect a new numbering scheme in the future as it will override that initial manual Matter numbering update.

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