With Automatic Case Numbering enabled, your firm can set up a specific numbering scheme and have your cases automatically increment as you create them. You no longer have to manually enter this information and our system will prevent duplicate case numbers.
Setting up Auto-Case Numbering
First, click on your login name in the top-right corner and open the Settings page. Then, in the left-hand menu, click Firm Settings (you must have admin user permissions to access this page). Within firm settings select the Case Numbering sub-tab to set up your initial scheme.
To Enable, click the toggle next to Auto Case Numbering (pictured below).
The Edit Case Numbering Scheme window will then appear (pictured below). This is where you can set up your desired scheme based on the following fields: Case Number (required), Practice Area, Year (4 digits, Year (2 digits), Month (2 digits), Custom Text, and various separators. Let's take a closer look at how this works.
Next Case Number - The system will automatically show the next case number that will be given, however, should you want to change this normal simply enter it here. In the future, you can use this Next Case Number field to restart your numbering increments or adjust to your desire.
Format your case numbers - Your numbering scheme is for your to determine and can be customized by selecting the ‘+’ sign and adding new fields. While adding new fields you can also move them around by clicking on the field that you would like to adjust and dragging it to the proper location.
Please note: numbering schemes cannot begin or end with a separator and must include the Case Number field.
Apply number and format to all existing cases - Clicking this allows you overwrite your existing case numbers based on your newly created scheme, beginning with the case with the earliest open date. To learn more about this, refer to the section below.
When you've created your numbering scheme and are ready to apply this to your case moving forward, click the blue Save Numbering Scheme button. You will then be taken to the Case Numbering page where you can see details about your numbering scheme and edit/disable the feature in the future should you need to.
Applying your Scheme to Existing Cases
When creating a new numbering scheme or editing your existing one you can choose to apply this scheme to all of your existing cases. If you choose to complete this it will overwrite all of your existing case number based on this newly defined scheme, starting with the case with the earliest open date. Prior to taking this action we highly recommend completing an export of your cases as they currently exist so you can always reference them in the future. To learn more about exporting your cases, click here.
Please note: Once you elect to apply this to your existing cases, THIS ACTION IS NOT REVERSIBLE
Editing your Case Numbering Scheme
After your firm has enabled a numbering scheme, you can choose to edit this at any time . Within the Case Numbering page select the pencil icon on the right hand side of your firm’s numbering scheme (pictured below).
The Edit Case Numbering Scheme window will appear (pictured below). You can add/remove any fields/separators that you may want to or reorder the fields by clicking and dragging. Once complete, simply click the blue Save Numbering Scheme button.