Yes, you can set how new Matters will be named under Matter Options in you Firm Settings.
To access the Matter Options screen:
- Select Firm Settings from the drop-down list next to your avatar.
- Click on Matters & Contacts in the menu bar and select Matter Options from the expanded menu.
- If you would like to pick up from a previous numbering system, select the Set Starting Number checkbox and enter the Starting Number for your cases in the field provided.|
- You can also select a Format option from the drop-down list for your Matter names, and later return to this screen if you decide to make a change.
Changes are applied globally to Matters moving forward, but will not retroactively change existing Matters.