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Automatic Case Numbering
Automatic Case Numbering

Your firm can set up a specific numbering scheme and have your cases automatically increment as you create them.

Updated over 2 weeks ago


​Overview

Setting up Auto-Case Numbering
​Applying your Scheme to Existing Cases
​Editing your Case Numbering Scheme

Overview

With Automatic Case Numbering enabled, your firm can set up a specific numbering scheme and automatically increment your cases as you create them. You no longer have to enter this information manually, and MyCase prevents duplicate case numbers.

Setting up Auto-Case Numbering

  1. Click Settings

  2. Click Firm Settings (you must have admin user permissions to access this page).

  3. Select the Case Numbering sub-tab to set up your initial scheme.

  4. To enable it, click the toggle next to Auto Case Numbering.

  5. This opens the Edit Case Numbering Scheme window. Here, you can set up your desired scheme based on the following fields: Case Number (required), Practice Area, Year (4 digits), Year (2 digits), Month (2 digits), Custom Text, and various separators. 

Definitions

  • Next Case Number—The system automatically shows the next case number that will be given; however, if you want to change this, enter it here. In the future, you can use this Next Case Number field to restart your numbering increments or adjust them to your liking.​

  •  Format your case numbers—You determine your numbering scheme, which can be customized by selecting the + sign and adding new fields. While adding new fields, you can also move them around by clicking on the field you would like to adjust and dragging it to the proper location. ​Please note: numbering schemes cannot begin or end with a separator and must include the Case Number field.

  • Apply number and format to all existing cases - This allows you to overwrite your existing case numbers based on your newly created scheme, beginning with the case with the earliest open date.

  • Once you've created your numbering scheme and are ready to apply it to your case in the future, click the blue Save Numbering Scheme button. You will then be taken to the Case Numbering page, where you can view details about your numbering scheme and edit/disable the feature.

Applying your Scheme to Existing Cases

When creating a new numbering scheme or editing your existing one, you can apply it to all your existing cases. If you do so, it will overwrite all your existing case numbers based on this newly defined scheme, starting with the case with the earliest open date. Before you take this action, we highly recommend that you complete an export of your cases as they currently exist so you can always reference them in the future. If you would like to learn more about exporting your cases, you can click here.

Note: Once you elect to apply this to your existing cases, THIS ACTION IS NOT REVERSIBLE.

Editing your Case Numbering Scheme

  • After your firm has enabled a numbering scheme, you can edit it anytime.
    On the Case Numbering page, click the pencil icon to the right of your firm’s numbering scheme.​

  • The Edit Case Numbering Scheme window appears. You can add/remove any fields/separators that you want to or reorder the fields by clicking and dragging. Once complete, click the blue Save Numbering Scheme button.


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