Can I change how my Matter Numbers are formatted?

You can easily change how your Matter Numbers are formatted.

1. Select Firm Settings from the drop-down arrow beside your avatar.
   
   
   
   
2. Click on Matters & Contacts in the vertical menu bar and select Matter Options from the expanded menu.
   
   
   
3. If you're moving over from another practice management program and have a numbering system in place you can start where you left off by selecting the checkbox beside Set Starting Matter Number.
   
   
4. Enter in the next number of your sequence into the Starting number field, this will be the next Matter Number created in CARET Legal.
   
   
   
5. To change the formatting of your Matter Number, select another option from the Format drop-down menu.
   
   
6. If you would like to manually create your Matter Numbers, select the option for Matter Name. What you enter in as the Matter Name for a new Matter will also be used for the Matter Number.
   
   
   
7. Click Save.

This change will only be applied to Matters created in the future. Current Matters will not be changed retroactively to this format.