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.
2. Select 'Matter'.
3. Select the Matter Template drop-down.
4. Select the desired template.
5. Complete the 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.
9. Review the Matter Dashboard for your new Matter's Tasks, Events, related Contacts, and data.
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