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Will I Delete a Matter Will the Matter Numbering Scheme be Updated?

Objective:

  • If I have Matters 1-10 and delete Matter number 4, is there any way of pushing the 5-10 matters down to 4-9 automatically?
  • Can Matters numbers be automatically updated when a Matter is deleted? 

Environment:

  • Clio Manage

Additional Information:

Answer:

At the moment, Matter numbers will not automatically be updated when a Matter is deleted. If you would like to update the Matter numbering to push forward Matter numbers please follow the steps below: 

  1. Go to Settings
  2. Click on Firm Preferences
  3. Click on Matter Numbering
  4. Check the box Update for all existing matter numbers to start at this number
  5. Matter numbers will be updated to start at 1 (or what ever the Start from number entered is)

 

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