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
- Click Matters
- Select the closed Matter in question
- Click Edit Matter
- Click Status and select Open
- Click Save Matter
Edit the Matter Number Using the Matter number Override
- Navigate to Settings
- Click Firm Preferences
- Select the Matter Numbering tab
- Click Open in the Matter Number Override section
- Select the Matter you wish to edit
- Apply the New Matter Number
- Click Update