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How Do I Capitalize Additional Fields Within The Matter Numbering Scheme?

Objective:

  • How do I capitalize the Client Summary Name in my Matter Numbering Scheme?
  • How do I capitalize a Client's name in my Matter Numbering Scheme?
  • How to capitalize Additional Fields in Matter Numbering Scheme
  • Uppercase Client's name in Matter Numbering Scheme

Environment:

  • Clio Manage

Additional Information:

Procedure:

When updating your Matter Numbering Scheme, select the desired additional field from the drop-down menu, select the drop-down next to Format Options, then click Add > Update Settings

If you would like to update all existing Matter to reflect the new Scheme, check the box next to "Update all existing matters to reflect new numbering scheme" > Update Settings

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