A firm's internal name and or/ID number can be added to matters for the purpose of searching and cross-referencing. This information is in addition to the client's matter name and number, not a replacement, and is not visible to your client or synced to their instances.

1. From anywhere in the Collaborati application, select the Matters tab.
   The Matters screen opens with a list of client-authorized matter records.
2. Select an office.
3. Select a matter record.
4. On the right side of the screen, under Primary Attorney:, click Edit. 
5. Enter information, then click Save.