Matter Templates

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

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