Clio Data Restore: Read Me First - Matter Numbers

Clio Data Restore: Read Me First - Matter Numbers

In order for Universal Migrator to create matters with specified matter numbers, additional configuration is required.
  1. Log into Clio as an Administrator
  2. Go to Settings > Firm Preferences > Matter Numbering
  3. Take a screen shot of the current matter numbering scheme
  4. Change the matter numbering scheme to Manual for Each Matter

This will allow Universal Migrator to specify the matter number for each matter.

After the migration is complete, you can change the matter numbering scheme back to your desired preference.


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