The Matter Numbering scheme in Lawcus allows you to automatically generate unique matter numbers using a pre-defined numbering pattern, making identifying and managing your matters easier.
Manual entry is also an option if you prefer to enter matter numbers yourself.
Steps to update your Matter Numbering Scheme
Go to
Settingsby clicking on yourProfile Avatarin the top right corner.Under
Firm Settings, selectMatter Numbering.Choose from one of the
pre-saved templatesor selectCustomto create yourcustom numberingpattern. SelectManual entry per matterto create the numbers manually.Select the field whether Client Index, Matter Index, Pipeline, Location, etc. under
Add additional fieldsand select theConvert caseto either None, Upper case or Lower case. Click onAdd.Click on
Type to add text or separatoror add availableseparatorsas required.Repeat steps 4 and 5 interchangeablyuntil you achieve the required format.Click on
Start next matter number fromoption to select the next number from Zero or some other number.Select the checkbox
Update all existing matters to save new numbering schemeto reflect the changes on the existing matters.Click
Updateto save your changes.
When selecting Client Index, Matter Index per year, Open Date Month, Open Date Year (YY), or Open Date Year (YYYY) as the field, make sure to keep Convert Case as None.
For the remaining fields, you have the option to select Convert Case as either UPPER or lower and to Trim Characters to a limit of your choosing. It's best practice to trim to three characters.
You can use existing separators or create your own. Separators help to maintain distinctiveness among all the fields used for the matter numbering. We recommend you use Separators. Text separators are also allowed.
Manually overriding a Matter Number
Should you like to change the automatic case number assigned to a matter, you can override it by assigning a desired matter number in case of a requirement. To override a matter's number:
Navigate to
Mattersfrom the left side menu,Clickthe desired matter for the number change.Go to
Quick Actionsmenu, then clickEdit Matteror click on theEdit Buttonnext to the matter name.Click
+ Overridebutton next to the existing matter number underMatter Detailssection.Enter the desired matter number in the
New Matter Numberbox, then click onOverride.Finally, click on
Updateto add and update the matter. That is all!
FAQ Section
FAQ1: How to resolve matter numbering glitches in Lawcus?
Answer: You can try resolving this by manually overriding the numbering. Note that this fix applies only to individual matters, not your account's overall numbering scheme. If you need to change the overall numbering scheme, please get in touch with Lawcus support for assistance.