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Same Matter Number Keeps Being Generated for New Matters

Issue:

  • Matter number stuck
  • Same Matter Number keeps being generated for new Matters

Environment:

  • Clio Manage

Additional Information:

Cause:

In the Matter Numbering Scheme, [client matter number] was inserted. Matter numbers for each client begin at 00001, or the number you set in the field 'Next Matter Number will start from'

Screenshot_2022-02-21_at_08.50.28.png


Resolution:

If you want your Matter Numbering scheme to be one number sequence for all Matters, you'll need to insert Matter Number (Firm-wide) into the numbering scheme. For more, see: Creating and Updating the Matter Numbering Scheme

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