Matter Templates make it easy to automate your workflow when creating Matters and their associated activities.  

Matter Template can be used in two ways:

1.  Matter Templates can be used to create a new matter.  When you apply a matter template during the process of creating a brand-new matter,  you can instantly populate your matter with pre-designed matter specifications, and a workflow of tasks and events.

Click here to learn how to create a Matter Template which is suitable for a new matter

Click here to learn how to apply a Matter Template to a brand-new matter.

2.  Matter Templates can also be applied to an existing matter.  When Matter Templates are applied to an existing matter, you can overlay your existing matter details, and populate your matter with a workflow of tasks and events.

Click here to learn how to create a Matter Template which is suitable for an existing matter.

Click here for instructions on applying a Matter Template to an existing matter.

Note:  When you create Matter Templates, be sure to name your matter templates accurately, and be sure to write a good description of your template.  This will help you distinguish between those Matter Templates intended for new matters, and those matter templates intended for existing matters.