Manage Matter Templates

With the matter template feature you can create a framework with predefined parameters for certain types of matters helping you to efficiently add a matter with prefilled entries.

Create a Matter Template

To create a matter template:

1. From the left navigation panel, click Matters.
2. From atop the Matters screen, click Action.
3. From the drop-down, select Manage Matter Templates.
   
4. From the tabs on the Matter Templates screen, click + New Matter Template.
   
5. On the Add Template screen, after giving your template a name and a description, click Next.
   Your template will be created and added to your list of templates and open an edit template drawer.
6. You can expand the Edit Template drawer by clicking on the arrow in the top left.
7. On the Edit Template screen, edit the template name and description, if desired.
8. In the Matter Info section, add a matter name, select an area of law, matter owner, and billing method (Hourly, Fixed, Contingency) and also assign custom labels, if desired.
9. You can also set the Ethical Wall for the template to Everyone or Custom by clicking on the radio button.
10. If you select custom, you can choose to allow or restrict certain users by clicking on the > < arrows.
    
11. Once you have completed the fields, in the lower right of the section, click Save.
12. In the Banking section, select the Trust Bank and Default Trust Bank from the drop-down, if desired.
13. In the lower right of the section, click Save.
14. To set the Statute of Limitations, select from Does not Expire, or Expires in and set the time period.
15. In the lower right of the section, click Save.
16. Add Custom pages if desired.
17. In the lower right of the section, click Save.
    Your Matter Template will be saved for use when adding a new matter.

Edit a Matter Template

To make changes to any section of the matter template:

1. From the left navigation panel, click Matters.
2. From atop the Matters screen, click Action.
3. From the drop-down, select Manage Matter Templates.
4. From the list of templates, select a template and click on the three dots at the end of the row and from the drop-down, click Edit.
   
5. In the Edit Template window, go to the section you wish to make changes to and click on the Edit button.
6. After making your changes, in the lower right corner of the section, click Save.
7. Click on the X at the top right of the Edit Template window to exit.

Delete a Matter Template

To delete a matter template:

1. From the left navigation panel, click Matters.
2. From atop the Matters screen, click Action.
3. From the drop-down, select Manage Matter Templates.
4. From the list of templates, select a template and click on the three dots at the end of the row and from the drop-down, click Delete.
   
5. You will get a confirmation message: Are you sure you want to delete the selected Matter Template? Click Delete.
   Your matter template will be deleted.

Click to learn how to Use Matter Templates