Include Creation Year in Matter & Request IDs

You can now choose to automatically include the creation year in your Matter and Request IDs.

This option helps you better organize, identify, and search your records — especially if you manage a high volume of matters across multiple years.

⭐ What’s New?

A new setting allows Administrators to include the creation year directly in:

• Matter IDs
• Request IDs

Example:

• Before: LIT-234553
• After: LIT-2025-234553

This setting applies automatically to newly created Matters and Requests once activated.

⚙️ How to Activate the Creation Year in IDs

1️⃣ Go to General Settings

• Click on Configuration
• Open General Settings

2️⃣ Enable the Option

• Locate the setting to include the creation year in Matter and Request IDs
• Activate the toggle

3️⃣ Save Your Changes

• Click Save

✅ The new format will apply to newly created Matters and Requests.

? Good to know: This setting is reversible at any time.

? Where the Updated ID Appears

Once enabled, the updated ID format will appear in:

• Matter list (ID column)
• Exports
• Matter page header
• Top search results
• Email notifications
• Activity feed (including when a Matter is created from a Request)

This ensures consistency across the platform.

? How Search Works with the New Format

The system uses exact search for Matter IDs.

Example:

• If you type: MAT-2025-12
• You will only retrieve: MAT-2025-12
• It will NOT return: MAT-2025-123

✅ This prevents confusion between similar IDs.

? Who Can Access This Setting?

To activate this option, users must:

• Have access to Configuration
• Have permission to access General Settings

Typically, this is available to Administrators.

✨ Benefits

• Clear identification of the year of creation
• Better organization for high-volume legal teams
• Easier archiving and reporting
• Improved clarity across multi-year projects

❗ Important Notes & Limitations

• The setting applies to newly created Matters and Requests.
• Existing IDs are not retroactively changed.
• The feature only affects the ID format — no data is modified.
• The setting can be turned on or off at any time.

❓ Need Help?

If you’re unsure whether activating this setting is right for your organization, we recommend:

• Aligning internally with your naming conventions
• Testing in a staging environment if available
• Contacting our support team for guidance

We’re here to help you keep your Matter management clear, structured, and efficient. ☕