Changing matter templates

Changing a matter template allows you to convert the current template of a matter to a different one.

Tip

This can be used if you first collect general lead information from a website and then convert it to a specific transaction!

To change the template of a matter:

1. Select the template icon in the top right hand corner of the matter
2. Choose the matter template you wish to change to
3. Choose what should happen to the matters current task list: 1. Remove: the current task list will be removed and replaced with the task list from the new matter template. 2. Keep all: the current task list will be retained and merged with the task list from the new matter template. 3. Keep completed only: tasks marked as completed on the current task list will be retained and merged with the task list from the new matter template.

Note

Any tasks transferred from the existing matter template will be automatically marked as private to all stakeholders.

2. Choose what should happen to the matters current stakeholders: 1. Drag any stakeholders you wish to transfer over to the new matter template into the relevant group on the righthand side.

   Note

   If a stakeholder has participated in a document Esignature, they must be transferred to the new matter template.

   Caution

   Any stakeholders not listed in the righthand column will be removed from the matter.

   1. Choose which stakeholder should be the matter’s primary client.

3. C onfirm

Tip

The template of the matter will change but all current matter data and correspondence will be retained.