Creating a new matter template
Matter Templates allow you to create a set of pre-configured actions and details which are loaded by default when you create a new Matter.
By creating a new Matter Template, you can:
- Build a bespoke workflow
- Remove redundant fields
- Customise your task lists to be specific to your needs
Creating a new matter template
- Navigate to Settings > Matters
- Select +Matter Template
- Provide the template with a name
- Save
You will be automatically directed to the editing page of the new Matter Template. There are 5 separate tabs, which allow you to customise your workflow:
- Details: To edit the name of your template
- Custom Fields: Where all data associated to the matter is stored
- Stakeholders: To create and set permissions for the stakeholder types on the matter
- Tasks: The task list associated with your workflow
- Advanced: Includes settings for Accounts, Time Recording and Searches on the matter
