To create a new matter template, click > ‘Settings’.
Click > ‘Matter Templates’.
Click > ’+ Matter Template’.
Input the ‘Name’ of the matter template.
Please note: If you were to give the matter template the same name as an existing one on the system, a box will appear in the right-hand screen asking you to give the matter template an alternative name.
If necessary, input data into the ‘Custom Data’, ‘Stakeholders’ and ‘Tasks’ subheadings.
When the template is complete, click > ‘Save’.