Am I able to change how my Matters are named in CARET Legal?

  • Updated

Yes, you can set how new Matters will be named under Matter Options in you Firm Settings.

To access the Matter Options screen:

  1. Select Firm Settings from the drop-down list next to your avatar.

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


  3. 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.|

  4. 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.

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