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How Do I Remove the Matter Description Without Editing the Matter Numbering Scheme?

Objective:

  • Remove the Matter Description
  • Matter Numbering Scheme
  • Edit Matter Description
  • Customize Matter Description

Environment:

  • Clio Manage

Additional Information:

 Procedure:

  1. Navigate to the Matter 
  2. Click Edit Matter 
  3. Copy the text in the description box and delete
  4. Paste Description text in Client Reference Number
  5. If Client Reference Number is in use, create a Custom Field for the Matter (How to Create Custom Fields for Matters)
  6. Press Save 

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