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How Do I Only Use an Initial for the Client's Name in the Matter Number/Name?

Question:

  • How do I only use the fist letter of a Client's first name or last name in the Matter Number/Name?

Environment:

  • Clio Manage

Additional Information:

Answer:

  1. Navigate to Settings > Firm Preferences > Matter Numbering
  2. Select Client’s First Name  or Client's Last Name from the Customize with additional fields dropdown
  3. Set Character Truncation to 1
  4. Click Add
  5. Click Update Settings

 

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