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How to Manually Generate Matter Number When a New Matter is Opened?

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 
    Screen_Shot_2020-10-29_at_10.26.01_AM.png
  2. Click on Firm Preferences under the Clio Settings header
    Screen_Shot_2020-10-29_at_10.26.52_AM.png
  3. Select the Matter Numbering subtab
    Screen_Shot_2020-10-29_at_10.27.35_AM.png
  4. Remove all the current fieldsfor Matter Number Screen_Shot_2020-10-29_at_8.58.55_AM.png
  5. Select Matter Description under the drop-down Menu for Customize with additional fields Screen_Shot_2020-10-29_at_9.02.01_AM.png
  6. Click Add 
    Screen_Shot_2020-10-29_at_9.12.34_AM.png
  7. Click on Update Settings
    Screen_Shot_2020-10-29_at_9.13.35_AM.png
  8. Create New Matter
    Screen_Shot_2020-10-29_at_9.14.53_AM.png
  9. Update Matter description with the Matter Number or Name you desire 
    Screen_Shot_2020-10-29_at_9.16.23_AM.png
  10. Click Save Matter on bottom left-hand side, this will save the Matter Name and Matter Description as the same thing 
    Screen_Shot_2020-10-29_at_9.19.23_AM.png
  11. Click Edit Matter on the top right-hand side of the Matter
    Screen_Shot_2020-10-29_at_9.20.55_AM.png
  12. Update Matter description with your preferred Matter description
    Screen_Shot_2020-10-29_at_9.23.45_AM.png
  13. Save Matter againScreen_Shot_2020-10-29_at_10.24.02_AM.png
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