- Recurring Matter Templates
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Creating a New Recurring Matter Template
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Modifying and Managing Recurring Matter Template
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Activity - Creating a New Recurring Matter Template
Recurring Matter Templates
Recurring Matter Templates significantly improve workflow, efficiency and consistency across the law firm. With Recurring Matter Templates, repeatable information can be pre-loaded into the Template.
Recurring Matter Templates
In this short, New User training, you will learn to confidently:
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- Create a New Recurring Matter Template
- Create a New Matter Using a Recurring Matter Template
- Modify a Recurring Matter Template
- Create a Task in a Recurring Matter Template
- Manage Recurring Matter Templates
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