Set up 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.

Create a Matter Template

1.  Select the New Matter button on the home screen.
2. Select the Templates tab and then select Create Matter Template.
3. Navigate to the specific matter type and then select the Create button. 
   • Some matter types may require you to select a party instead of a Create button.
4. Enter a Name for the template and then select Save.
5. Select the plus icons to enter all necessary information and then select Done.
   • You can also select the Gear icon in this window to access the Matters Details tab and add or remove specific fields/parties from the template.
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6. Once the template is created, you can use it to create new matters by selecting the Templates tab, choosing entries in the Matter Templates section, and then selecting Next.

Edit a Matter Template

You can edit an existing matter template by right-clicking and selecting Edit Template. Right-clicking will also you give you the option to delete the template. 

Did You Know

 You can create a Matter Type Favorite of any template.