- Recurring Matter Templates
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Creating a New Recurring Matter Template
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Modifying and Managing 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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