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:
- Navigate to Settings
- Click on Firm Preferences
- Click Matter Numbering
- Under Select template, select Manual for each matter
- Click on Update Settings
In the Matter:
- Navigate to the specific Matter
- Select Edit matter
- Enter in the Matter number
- Save matter
Once you've done this, to revert back to your old Matter Numbering scheme:
- Navigate back to Settings
- Click on Firm Preferences
- Under Select template, select Custom
- 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.