I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?x

I See Where I Can Add a Matter Name but What About a Matter Number? How Are Those Assigned?

Matter numbers are assigned by the system when you create a new matter. As the user, you can, however, choose the format of a matter number. For example, you may elect to have it be 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. You can select your preferred format by going to “Firm Settings" and clicking on “Matter Options."

  2. You can also have the matter number start from a selected number. Checking off the box next to "Set Starting Matter Number" will allow you to enter your starting number.



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