How is the Matter Number assigned?

  • Updated

Matter numbers are assigned by the system when you create a new Matter. You can, however, choose the format of a Matter number. For example, you may elect to have a simple number (e.g. 00010) or a number and matter name (e.g. 00010 – Estate of Kevin Jones) or even the date the case was opened along with the client's name and corresponding practice area (e.g. 2013-Kevin Jones- Estate Planning).

  1. Select Firm Settings from the drop-down menu beside your avatar.

  2. Click on Matters & Contacts in the left menu bar, then select Matter Options from the expanded menu.

  3. Select the Format for your Matter No from the drop-down menu.

  4. Checking off the box next to Set Starting Matter Number allows you to enter your Starting Number in the field provided.


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