You can quickly open new matters by setting up Default Matter Templates to pre-fill important matter fields with the click of a button.
Rather than entering these matter fields each time, you can define a Matter Template and then select it to instantly populate the fields for you. Once you’ve set up the Matter Template, just click the Default button on the Add Matter screen.
This is a one-time set-up process, and then the fields shown below can be pre-filled when you create each new matter.
See our step-by-step guide in our Knowledge Base for more information.