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How Do I Update The Matter Name/Number After Changing the Client's Name or the Matter Description That is Part of the Matter Name?

Objective:

  • Matter name is not updating after changing Client's name
  • Matter number is not updating after changing Client's name
  • Matter name is not reflecting newly updated Contacts name 

Environment:

  • Clio Manage

Additional Information:

n/a

Cause:

Ensure to check the Update matter number checkbox.

Answer:

  1. Open the Matter
  2. Click Edit matter (top right)
  3. Check the Update matter number checkbox (beside the Cancel button at the bottom)
  4. Click Save matter
  5. Refresh page

 

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