SILQ utilises various matter number strategies to keep your matters in a unified and sequential order. You can choose the type you prefer.
When creating a new matter you can get SILQ to automatically calculate a matter number for you. Think of a matter number as a nickname for the matter name. This is useful for recalling matters that you wish to use often, but don’t wish to have to type in the full name to find.
To enter or amend your matter number strategy click on the settings icon in the top right corner to get to the System Settings window.
Select the Business Setup option on the left, then expand the 'Choose your defaults and which fields are required' options.
You will then see the Matter No. Strategy dropdown.
There are a number of Matter Number strategies to choose from. From the Matter No. Strategy drop down menu, click the one that you prefer.
See below a sample of each Matter Number strategy and an explanation of each type.
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Matter Number Strategy |
Description |
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The # indicate how many numbers. E.g. 0001, 00001, 000001 etc. The numbering in this matter strategy uses the default Matter Id given by SILQ. |
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The # indicate how many numbers. E.g. 0001, 00001, 000001 etc. |
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First 4 letters of the Surname and then the # indicate how many numbers. E.g. BORN001, BORN0001 etc. The numbering in this matter strategy uses the default Matter Id given by SILQ. |
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The client initials and then the # indicate how many numbers. For example, If the clients name is Joe Smith and this was the firm's 28th matter it would be JS0028 (if CI#### was chosen) |
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First 3 letters of the Surname and then the # indicate how many numbers. E.g. BOR001, BOR0001 etc. |
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First 4 letters of the Surname and then the # indicate how many numbers. E.g. BORN001, BORN0001 etc. |
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The full year and then the # indicate how many numbers. E.g. 2024-001, 2024/0001 etc. You can go up to 8 numbers. You can have a dash between the year and numbers or a /. |
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The matter class and then a sequential number. E.g. FAM0001 |
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The last 2 digits of the year and then the # indicate how many numbers. E.g. 24-001, 24/0001 etc. You can have a dash between the year and numbers or a /. |
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The last 2 digits of the year, the first 3 letters of the surname and then the # indicate how many numbers. E.g.14BOR001, 14BOR0001 etc. |
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The first initial of the Matter Owner and then the # indicate how many numbers. E.g. B001, B0001 etc |
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The first initial of the Primary Fee Earner and then the # indicate how many numbers. E.g. B001, B0001 etc |
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The client ID can be found in the contacts window. It is a 4 digit number that will then be followed by a 3 digit number. In the below example, being the 28th matter it would be 1023028 |
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You can have the full year or the last 2 digits of the year plus a sequential number. You also have the option of including a dash. For example, YYMM-## would be |
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The matter owner, the year and the sequential number e.g. If the Matter Owner ID is BB it would be BB2401 |
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The Primary Fee Earner plus a sequential number of the PFE + the year + a sequential number. For example: |
