Creating & Using Matter Templates 

Our How to... series gives practical tips and step by step guides on how to do lots of different things in Actionstep. We develop these based on the queries raised by customers with our support team.

Our latest How to... looks at creating and using Matter Templates 

  • Why create matter templates?
  • Where to go in the system to create matter templates
  • What are my options? 
  • How it can help your law firm?

Ok, lets dig in...

1. First, why should I know how to do this?

Creating Matter Templates helps to increase efficiency when creating multiple matters with the same parties and custom data values. e.g. if you create a template for ‘Conveyancing’ matters, the template can be applied to all ‘Conveyancing’ type matters- no need to reinvent the wheel for similar matters. 

2. Where do I start in Actionstep?

Navigate to Matters -> Create Matter -> Change 'Status' to 'Template'

See image below: 

3. Using Matter Templates

As soon as you change the status of a matter to a 'template', the next time you go to create a matter, you can select that template from the drop-down that appears at the top of the screen. The template will take any contacts you have loaded to the matter that you saved as a template and apply them to the same party types in the matter you are creating. The same will be done for the custom data on the matter that you saved as a template.

4. How does Matter Templates help your firm?

Using Matter Templates creates consistent processes for how you approach and manage different types of matters - giving your team a playbook and making sure clients get a consistent experience and know what to expect from working with your firm. Using Matter Templates also saves time as the "thinking" has already been done as to how to manage the matter. For reporting & governance you can also view in list form all the matters using the same template.

5. Where can I find more information?

Check out our support centre for full details on Matter Templates>>

You might also like to read:

We would love to hear your suggestions for How to...s

If you would like to suggest an idea for a How to...we'd love to hear it!

Email our support team

Recent

Request a Demo

Top-Rated Legal Software
Find out why lawyers prefer Actionstep.
Request a Demo today.

Let's Go

Ready to get started?

Request a Demo today

Let's Go