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How Do I Edit the Matter Number on a Closed Matter?

Objective:

  • Change the Matter Number on a closed matter
  • Edit Closed Matter Number

Environment:

  • Clio Manage

Additional Information:

Although you can not edit the Matter Number while a Matter is closed, you can re-open the matter to make changes before closing the Matter again.

Procedure:

Change the Matter to Open

  1. Click Matters
  2. Select the closed Matter in question
  3. Click Edit Matter
  4. Click Status and select Open
  5. Click Save Matter

 Edit the Matter Number Using the Matter number Override

  1. Navigate to Settings
  2. Click Firm Preferences
  3. Select the Matter Numbering tab
  4. Click Open in the Matter Number Override section
  5. Select the Matter you wish to edit
  6. Apply the New Matter Number
  7. Click Update
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