Matter Number Strategy

To enter or amend your matter number strategy click on your name in the top right corner to view the drop down menu, then click System Settings.

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.

Select the Defaults option on the left.

There are a number of Matter Number strategies to choose from. From the Matter Num. 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.

Matter Number Strategy	Description
	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.
	The # indicate how many numbers. E.g. 0001, 00001, 000001 etc.
	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.
	The client initials and then the # indicate how many numbers. E.g. BB001, BB0001 etc.
	First 3 letters of the Surname and then the # indicate how many numbers. E.g. BOR001, BOR0001 etc.
	First 4 letters of the Surname and then the # indicate how many numbers. E.g. BORN001, BORN0001 etc.
	The full year and then the # indicate how many numbers. E.g. 2014001, 20140001 etc.
	The last 2 digits of the year and then the # indicate how many numbers. E.g. 14001, 140001 etc.
	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.
	The first initial of the Matter Owner and then the # indicate how many numbers. E.g. B001, B0001 etc
	The first initial of the Primary Fee Earner and then the # indicate how many numbers. E.g. B001, B0001 etc