Whether a client has changed their name, a typo was made when the contact was created within Clio, or you simply wish to update the Matter name with further information in the description, there’s an often overlooked step that users must take to ensure the Matter name is updated.
First, you’ll want to make the necessary edits to the contact within Clio:
Once the contact has been updated, you’ll notice that Matters for the client are still showing the old name:
You’ll want to click the notepad icon (or ‘edit’) next to each Matter in the list. Once on the Matter edit screen, scroll down to the box at the bottom of the screen and ensure the box labeled ‘Update the matter display number’ is checked.
This box must be checked when making any edits to a Matter that you wish to be reflected in the Matter name, including updates to the client name, description, or any other information pulled in to the Matter name. Ensuring it is checked will keep your Matter numbering accurate for easy reference going forward.