Organisational matter ID or numbers

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)

1. Click your name in the top right corner and select Organisation Admin.
2. Select Settings from the left-hand menu.
3. Click the Matter Attributes tab.
4. Check the box for Enable custom matter attributes.
5. Enter an attribute name in the Name field (e.g. “Matter Number” or “Matter Reference”).

Once enabled, a matter number column will appear in the Matters dashboard and will be required when creating a new matter.

Adding a matter number to a new matter

When creating a new matter, enter the matter number in the Matter Number field.

Editing a matter number on an existing matter

1. Open the matter and go to the Setup tab.
2. Select Settings from the left-hand panel.
3. 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.