Matter Auto-Numbering

Overview

Lawmatics makes it simple to create a custom automatic matter numbering template to keep your case titles organized.

Every matter has a Case Title, which is a built-in system field. The case title appears at the top of each matter's profile and can always be manually edited by clicking the edit pencil icon.

Enabling Auto-Numbering

Auto-numbering eliminates the need to manually assign case titles.

Steps to Set Up Auto-Numbering:

1. Navigate to Settings from the left-side navigation bar.
2. Select Matters.
3. Click on the Matter Numbering tab.
4. Turn on the Auto-Numbering Toggle.

Simply turn this toggle on to begin creating your case title template. Once the toggle is turned on, you will see something similar to the image below.

Configuring Your Auto-Numbering Template

1. Selecting Matter Statuses

Choose which matter statuses should have auto-numbering applied:

• Hired
• PNC (Potential New Client)
• Lost
• Any combination of the above

2. Defining Numbering Settings

• Select the starting number for the numbering sequence.
• Choose how many leading zeros should be included.

3. Creating a Numbering Pattern

Customize your case title pattern by adding fields and text elements:

1. Click the plus sign before or after the case number.
2. Choose from available CRM fields to include in the case title.
3. Add custom text by typing in the input box and clicking + ADD.
4. Insert spaces using the provided option.

Examples of useful CRM fields for case titles:

• Matter’s Last Name
• Practice Area
• Case Description
• Any other relevant fields

Previewing Your Auto-Numbering Format

After saving your pattern:

1. Use the Search Matter dropdown to preview the case title format for specific matters.
2. Auto-numbering will automatically apply to any matters that match the selected matter status(es).