Organising your templates

One default per document type. CaseConnect lets you mark one template as the default for each document type (and optionally per practice area). Set your main letterhead letter as the firm-wide default.

Only add a practice-area-specific template when a practice area genuinely needs a structurally different shell (e.g. a different header block). Different wording is a precedent, not a template.

Keep the total small. If your template list is growing past ~10, the growth almost certainly belongs in the precedent library instead.