Matter Templates

Matter templates are blueprints for new matters. When a template is applied, it automatically creates:

• Tasks (from the linked task template)

• Critical dates (with types pre-set, dates left blank)

• Document folder structure

To create a matter template:

1. Go to Settings → Matter Templates.

2. Click New Template.

3. Name the template and select the practice area it applies to.

4. Link a task template.

5. Add critical date types.

6. Select a document folder template.

7. Add custom field sets.

8. Click Save.

To use a blueprint (pre-built configuration):

Go to Settings → Blueprint Library to import a pre-built firm setup for common practice areas (e.g. residential conveyancing, employment, family). Blueprints populate your settings in one action.