Legal matter templates Versão de lançamento: Australia Atualizado 12 de mar. de 2026 1 min. de leituraLegal matter templates help you standardize legal procedures, policies, and workflows for various matter types. Create a legal matter templateCreate 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 templateReview 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.
Legal matter templates Versão de lançamento: Australia Atualizado 12 de mar. de 2026 1 min. de leituraLegal matter templates help you standardize legal procedures, policies, and workflows for various matter types. Create a legal matter templateCreate 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 templateReview 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.