What is the best way to number my Clients/matters?
Every firm is different so it’s really up to you. Some examples are: You can setup your numbers based on your Type of Law. Example: 1000 series are Litigation, 2000 Real Estate, 3000 Probate, etc. Under each client number you assign a matter. Example: 1000-001 General Business, 1000-002 v. J. Jones etc. You can identify the same client with a different client number based on the Law Type and still bill as a combined bill if you wish. You can also just number in order, not distinguishing the Type of Law by the number. Each Client and Matter has a Type of Law in the setup anyway. Again it’s really up to the firm, these are just some suggestions.
