Matter Templates

Created by Allison Cloyd, Modified on Thu, 19 Jan 2023 at 05:33 PM by Robert Butler

In this article, you will learn about creating and using 'Matter Templates'. Setting up Matter Templates can improve efficiency drastically if you find yourself creating multiple matters with the same parties and custom data values.

 

Matter Templates Overview

When creating a matter, you may have noticed that there is a 'Template' field available, as per the screenshot below. This field is used when you frequently create matters with the same details, such as the parties, custom data, etc. 

When you select a 'Matter Template', it will populate the parties section and custom data fields with information from the template./helpdesk/attachments/150002488909

 

NOTE: Matter Templates can only be used matters of the same type. For example, if you create a template for 'Litigation' type matters, the template will only be applicable to 'Litigation' type matters. 

 

Creating Matter Templates

To create a template:

  1. Set the 'Status" of the matter to 'Template'.
  2. The name of the template will be taken from the name of the matter used to create the template.
  3. If you change the name of the matter, this will also be reflected in the templates name.

/helpdesk/attachments/150002488910

 

Editing Matter Templates

Once you have saved a matter as a template, it is usable. So if you want to make changes to a matter template, all you have to do is find the matter and make changes to it. 

Search for the template as you would any other matter, ideally, using its name. Open it and change the participants and or matter data that you want to change. 

 

NOTE: Matter templates are only applied as you create a matter. If you change a matter template, it will not change any of the existing matters you have created with that template, only new matters you create with the template going forward. 


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