Matter templates help you when you have multiple matters that require the same information every time. A template can be set up for one specific client that has multiple matters or for a matter type that always has specific fields.

How to create a Matter Template:

•  From the Home Screen: Action Bar, select New Matter

• Select the Templates tab and select "Create Matter Template"

• Navigate to the specific matter type and create or select options on the right (if applicable) to open the matter

• Create a Name for the template

• Enter in appropriate information and add/remove specific fields and select done

• Once template is created, you use the matter by selecting it under your templates

Did you know...

•  You can create a Matter Type Favorite of any templates as well