For repetitive matters, load a template to have your matter form pre-filled and speed up the matter creation process.
To use a template when creating a new matter:
- Click the '+ New Matter' button in the top navigation menu
- Click the ‘Actions’ button in the top right hand corner of the screen
- Click 'Load Template'
- Search for the template or scroll through the list of templates displayed and click on the 'Load/Edit link
- Edit your matter for unique information and click ‘Save’
Learn more about creating a matter from a template in this video (fast forward to 2.16mins in the video)