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 Settings by clicking on your Profile Avatar in the top right corner.
Under Firm Settings, select Matter Numbering.
Choose from one of the pre-saved templates or select Custom to create your custom numbering pattern. Select Manual entry per matter to create the numbers manually.
Select the field whether Client Index, Matter Index, Pipeline, Location, etc. under Add additional fields and select the Convert case to either None, Upper case or Lower case. Click on Add.
Click on Type to add text or separator or add available separators as required.
Repeat steps 4 and 5 interchangeably until you achieve the required format.
Click on Start next matter number from option to select the next number from Zero or some other number.
Select the checkbox Update all existing matters to save new numbering scheme to reflect the changes on the existing matters.
Click Update to 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 Matters from the left side menu, Click the desired matter for the number change.
Go to Quick Actions menu, then click Edit Matter or click on the Edit Button next to the matter name.
Click + Override button next to the existing matter number under Matter Details section.
Enter the desired matter number in the New Matter Number box, then click on Override.
Finally, click on Update to 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.

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