Custom Matter Number.
With our Premier tier you can create custom matter numbers for your matters if you choose. Follow these steps to set them up!
1. Contact our support team (1-888-432-1529) and ask them to enable the matter number field in your account.
2. In the 'edit matter' screen you will see the field available once it's been enabled.
NOTE: You must begin the custom matter number with any (2) letters followed by a period. For example:
3. Be sure to click 'Save Matter' to save your changes.
Your Matter Number will be displayed on the Matter Dashboard, on the 'Matter' report and it may be referenced in the Business Intelligence tool for custom report building purposes! This field can also be searched for in the Global Search.
Matter Dashboard view:
Matter Report view:
Business Intelligence data point: