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.



    • Related Articles

    • Can I Edit Matter Names?

      You can edit existing Matter names by going to the Matter section, and into the Matter's page. In the Matter detail box (located in a white box at the top of the page), hovering over the Matter No. field will prompt a gray pencil to appear, click ...

    • How to Use the Quick Add Feature to Add Entries From Any Page?

      The Quick Add feature is located at the top of every page in Zola Suite and looks like a plus sign. Once you click on the plus sign, you will see all of the options available which will open in a new modal so you will never lose your place.

    • How Do I Add a Rate Card to a Matter?

      Once you have already created your Rate Cards, you can add them to either a Matter itself or to a Contact. To add a Rate Card to an existing Matter:   Go to the Options tab within the Matter Scroll down to Rate Cards and select from the drop down

    • How Do I Create a New Matter?

      Setting up a new Matter can be done in two ways: They can be quickly added from any section of Zola Suite through the Quick Add menu From the Matter section of Zola Suite by clicking on the “+" on the right-hand side of the Matters' menu. In the New ...

    • How Do I Add User Rates to a Matter?

      If you need to add a special rate to a specific Matter that is outside of your default rate and rate cards, then you will want to set up user rates within that specific Matter. Select the 'Options' tab inside of the Matter Scroll down to 'User Rates' ...

    Status

    Experiencing degraded performance in CARET Legal?