Assign sequential matter reference numbers to new client matters
Assign sequential matter reference numbers to new client matters
New matter records without a reference number cause billing and filing confusion and slow case intake. It adds a sequential reference so intake can bill and file correctly same day.
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Overview
Manual matter numbering causes billing delays and increases compliance risk for legal teams. This workflow issues and applies a sequential reference to each new matter so intake coordinators and fee earners have the correct identifier and billing can proceed same day.