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Matter Number is Stuck on TBA

  • 29/01/2026
  • Knowledge

How To
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You've created a new matter and you've enabled automatic matter file numbering, but the file number hasn't updated from TBA for quite a while. There may be a small issue with the automatic file numbering.

If you're experiencing an issue where the matter number is stuck at TBA and not loading correctly, follow these steps to resolve it:

  1. Refresh the Matter - While on the matter list, press F5 to refresh and re-download the matter . Alternatively, click the Refresh icon (two circular arrows) located in the top-left corner of the Matterlist window and then restart LEAP to see if that resolves the issue. If the issue persists, attempt a LEAP Repair.

  2. Redownload the Matter â€“ Hold the ALT key and double-click the affected matter. This action forces the matter to sync directly from the server.

  3. Add Temporary Client and Remove Original 

    • Open the matter.
    • Right-click on the client card and select Add Defendant from Card List.
    • Pick a temporary client card and click Select.
    • Right-click the original client card and select Remove.
    • Click Save & Close — the correct matter number will be assigned, and TBA will be removed.
    • Open the matter again.
    • Right-click on the temporary client card that you previously added and select Add defendant from Card List.
    • Choose the original client card from the list and click Select.
    • Right-click on the temporary client card again and select Remove.
    • Click Save & Close.

  4. Check Matter Number and Auto Numbering

    • Check whether the matter number you're trying to assign has already been used by reviewing deleted and archived matters. If the number you are trying to assign to the new matter has been used, follow the steps in Matter Number is 'Non Unique!' article to manually change the matter number. 

    • Navigate to LEAP Menu > Settings > Application Settings > Matter > Numbering to adjust the auto-numbering settings. Update the last number in the auto-numbering sequence to avoid conflicts and ensure the matter number is unique.

  5. Recreate Corrupted Matter Template

    If the issue arises from a matter created from a recurring matter template, the template may be corrupted. To fix this: Recreate the matter template to avoid future issues.

  6. Sign Out and Clear Devices (LEAP Administrator Required)

    If the above steps do not work, please have a LEAP Administrator perform the following:

    • Navigate to Menu > Settings > Application Settings > Firm > Members.
    • Select the affected User's Profile.
    • Go to Device Management, then click Sign Out and Clear all devices.
    • Ensure the user fully exits LEAP.
    • The affected user can log back in to LEAP and check if the issue is resolved.

  7. Check Environmental Factors

    Antivirus Software: To avoid issues with matter numbers not updating, please Add LEAP to your Antivirus Exceptions list.

    LEAP Version: Ensure you’re using the latest version of LEAP.

    Internet Connection: A weak or intermittent connection can interfere with syncing and auto-numbering.

    If the issue persists, please contact LEAP support for further assistance. 

Last Modified Date
29/01/2026 12:45 am
Title
Matter Number is Stuck on TBA
URL Name
Matter-Number-is-Stuck-on-TBA-CA

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Matter Number is Stuck on TBA