#cliotraining Tip: Changing Matter Numbering

We all have our own way of organizing. Some of us are super-organizers, everything in its place and a place for everything. Some of us, a little less so, content with organized piles. When it comes to Matters, we have our own way of numbering them, too.

With Clio, you can change Matter numbering by doing the following:

  1. Click “Settings.”
  2. Under the “Clio Settings” heading, click “Matter Numbering,” or the icon that looks like a bar code.
  3. Below “Available matter numbering schemes” is a box called “Next matter number.” Enter the number you want in that box.
  4. To apply the change to all Matters, check the “Update all existing matters to start at this number.”

When you’re ready, click “Update Settings” to apply the new numbering. And that’s it!

You can also change the default numbering scheme, and apply the change to all existing matters by checking the “Update all existing matters to reflect the new numbering scheme” box. Remember to click “Update Settings” to apply the change!

Check out our Matters Support section to learn more about Matters in Clio.

Got a tip to share? Let us know. We’d love to hear them!