Standard matter
Guided rule · STANDARD_NUMERIC · priority 10
Pattern Rules
Arbor Legal Demo rules
Use guided templates to identify the client or extract matter numbers without writing regex.
How matching works
Client identifier rules narrow the email to this client first. Matter extraction rules then pull candidate internal matter numbers inside that client. Exact external matter numbers are only matched after this client is identified.
Identify this client
Use exact words, codes, or unique matter-number shapes such as IP-#### when the subject does not name the client.
Extract matter number
Use numeric, example-based, or after-prefix templates to pull the internal matter value out of the subject.
Preview before saving
Every form includes a sample subject test area so staff can verify the rule before it affects filing.
Add pattern rule
Guided mode is the default. Advanced regex is still available for edge cases.
Existing rules
Guided rules store their compiled regex automatically. Rules created by Dropbox sync stay read-only here and are refreshed during sync runs.
ACTIVE