Matter numbers are an optional custom attribute that can be enabled by an Organisation Administrator. Once enabled, a matter number field appears on all matters and is required when creating a new matter.
Enabling matter numbers (Organisation Administrators only) #
- Click your name in the top right corner and select Organisation Admin
- Select Custom Fields from the left-hand menu
- Click New Field
- Enter a name of the field (e.g. “Matter Number” or “Matter Reference”) and click Create
Once enabled, a new field will appear in the New Matter creation window and will be required when creating a new matter.
Note: You can only have one Custom Field at any given time.
Editing a matter number on an existing matter #
- Open the matter and go to the Setup tab
- Select Settings from the left-hand panel
- Enter or update the matter number in the Matter Number field
For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.