Legal matter templates

Legal matter templates help you standardize legal procedures​, policies, and workflows for various matter types.

• Create a legal matter template
  Create a legal matter template that you can apply to a legal matter when promoting from a legal request. The legal matter created using the template contains predefined data such as phases, tasks, ownership, and approvals.
• Approve or reject a matter template
  Review and approve or reject a matter template that is assigned to a user group of which you are a member. An approved matter template is published and is available for use when promoting legal requests to legal matters.

Parent Topic:Setting up Legal Matter Management