Question:

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

Environment:

• Clio Manage

Additional Information:

• Creating and Updating the Matter Numbering Scheme

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 or whichever character truncation the user would like 
4. Click Add
5. Click Update Settings