Some users may wish to add a specific matter number to their room, so that their calls are immediately attached to the correct matter number or project reference.  This not only allows you to attach a reference code to every call in the room, but also enables you to review how much time, resource and money you are spending on a particular case. To manage matter numbers, you must access the portal via the login button on www.speakserve.com.


You will be taken to the following page, where you can login with your account details.



Simply select ‘Matter numbers’ from the main navigation menu.

Speakserve tip!

Matter numbers are a project reference code that are used to differentiate between individual matters for the same client file, or group multiple matters into reports. Please note that when a matter number is created in our portal, it can be viewed and selected by the whole organisation.


How to create a matter number:


  1. To create a new matter number, click the orange ‘+’ button from the matter number manager
    This will then open a create matter number form, where you can input details about your matter number.

  2. Add reference * (this is the alphanumeric matter number)

  3. Add name (this is the optional place to add a nickname)

  4. Add description

Click ‘Create matter number’ button to save


* These fields are required to save a matter number

Your new matter number is available to be used. You can review / sort and search for your matter in the matter numbers manager.



How to edit a matter number:


Sometimes a project code may be inputted incorrectly or needed to be changed. To do this, follow the steps below.


  1. From the matter numbers main page, click the pencil icon next to the matter number you wish to edit

    This will then open an edit matter number tab where you can begin to edit your matter number as required.                                                                                                                                                                                                                    From here you can:

  2. Edit reference

  3. Edit name

  4. Edit description

  5. Click to save changes


To delete a matter number:


Sometimes a project code may need to be removed. To do this simply select the 'delete' button.



If you have any further questions or queries, please don’t hesitate to contact our support team who are very happy to help. 


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