How to apply a Matter Template to a brand-new matter
Automate the process of creating a Matter with commonly associated events and tasks with Matter Templates. Matter Templates can be applied to brand-new matters, or they can be applied to existing matters. Following are instructions on how to apply a Matter Template to a brand-new matter during the process of matter creation:
6. Click "Billing Information" to customize Trust Accounting info, Select a Matter Invoice Template, and enable Invoice Sharing, if applicable.
8. Click "Save Matter" to create the new matter.
9. Review the Matter Dashboard for your new matter's Tasks, Events, and related Contacts and Data.
How to apply a Matter Template to an existing matter
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