Objective:

• How to Type in Matter Number When New Matter is Opened

Environment:

• Clio Manage

Additional Information:

• To Learm More About Updating and Creating Matter Numbering Scheme, click here

Procedure:

Please Note: This is a workaround for generating manual Matter Numbers when new Matters are opened as we are changing the Matter Numbering Scheme and only the Primary Subscriber or an Administrator can edit Matter Number in the Settings. 

1. Click on Settings on the left hand sidebar 
   
2. Click on Firm Preferences under the Clio Settings header
   
3. Select the Matter Numbering subtab
   
4. Remove all the current fieldsfor Matter Number 
5. Select Matter Description under the drop-down Menu for Customize with additional fields 
6. Click Add 
   
7. Click on Update Settings
   
   
8. Create New Matter
   
   
9. Update Matter description with the Matter Number or Name you desire 
   
10. Click Save Matter on bottom left-hand side, this will save the Matter Name and Matter Description as the same thing 
    
11. Click Edit Matter on the top right-hand side of the Matter
    
12. Update Matter description with your preferred Matter description
    
13. Save Matter again