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How do I Capitalize the Letters of a Company's Name in a Matter Numbering Scheme

Objective:

  • How to capitalize the letters of a Company's name in a Matter Number Scheme

Environment:

  • Clio Manage

Additional Information:

  • Client summary name refers to the Last Name for person clients or Company Name for company clients.
  • If you have a Matter with a Contact as a person, it will take their last name in the Matter name

Answer:

  1. Navigate to Settings > Firm Preferences > Matter Numbering
  2. Select Client’s Summary Name from the Customize with additional fields dropdown
  3. (Optionally) Set Character Truncation to your preference
  4. Choose Uppercase from the Format Options dropdown
  5. Click Add
  6. Click Update Settings
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