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How Do I Change a Specific Matter's Matter Number to Reflect a Different Year?

Objective:

  • If my Matter Numbering Scheme includes the year the case was opened, how do I change that to reflect a new year? 

Environment:

  • Clio Manage

Additional Information:

  • n/a

Procedure:

  1. Navigate to the Matter 
  2. Click Edit Matter
  3. Change the year in the Open Date field 
  4. Select the box that says "Update Matter Number" beside the Save matter button
  5. Click Save matter
  6. Refresh your browser to see the change reflected

 

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