Yes, you can set how new Matters will be named under Matter Options in you Firm Settings.
To access the Matter Options screen:
- Click the down arrow in the top right and select Firm Settings from the drop-down list.
- Click on Matters & Contacts in the navigation bar to expand the menu.
- If you would like to pick up from a previous numbering system, select the SET STARTING MATTER NUMBER checkbox and enter the STARTING NUMBER for your cases in the field provided.|
- You can also select an option from the drop-down list in the FORMAT field for your Matter names, and later return to this screen if you decide to make a change.
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