How to apply a Matter Template to a brand-new Matter.

Automate the process of creating a Matter with commonly associated Events and Tasks using Matter Templates. Matter Templates can be applied to brand-new Matters, or existing Matters. The following instructions show you how to apply a Matter Template to a brand-new Matter during the process of Matter creation.

1. Click '+ Add New' from My Dashboard or from any Rocket Matter screen.

1.  Click "+ Add New" from My Dashboard or from any Rocket Matter screen.

2. Select 'Matter'.

2.  Select "Matter".

3. Select the Matter Template drop-down.

3.  Select Matter Template drop-down.

4. Select the desired template.

4.  Select desired Template.

5. Complete the required fields and edit pre-populated fields, as needed.

5.  Fill in Required Fields, and edit pre-populated fields as needed.

6. Click '+ Billing Information' to expand this section. Customize trust accounting info, select a Matter Invoice Template, and enable invoice sharing, if applicable.

7.  Select "+ Custom Data" to enter Related Contact Data and additional Custom Fields.

8. Click 'Save Matter' to create the new Matter.

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.

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