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

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.