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.

Antes de Iniciar

Role required: sn_lg_matter.matter_config

Por Que e Quando Desempenhar Esta Tarefa

You can also reuse an existing matter template to create a matter template. To do that, you can open an existing template and copy it using the Copy Template related link. You can then modify the newly created template as required.

Procedimento

1. Navigate to All > Legal Matter > Templates > All.
2. Click New.
3. On the form, fill in the fields.

   Tabela 1. Matter Template form

   Field	Description
   Number	System-generated template number.
   Name	Unique name for the matter template.
   Approver group	User group to approve the matter template to publish. Any user belonging to the selected approver group can approve the matter template. If the approver group is empty, the template is published when saved. The state of the template updates to Published.
   Flow	Workflow associated with the matter.
   State	State of the matter template. The default value when creating a matter template is Draft.
   Active	Option for marking the matter template active. Only active matter templates are available for selection when creating a matter.
   Intake form mapping	The intake form to which the matter is mapped. While promoting a legal request to a matter, the intake form mapping enables the associated matter template available for legal fulfillers to select and apply to the promoted matter.
   Matter Defaults section
   Template	Default values that pre-populate the fields of a legal matter form that is created using the template. Select a field from the list and enter a default value.

4. Click Submit.
   A legal matter template is created in the Draft state. The Phases, Tasks, Approvals, and Approver Groups related lists are displayed.
5. In the Phases related list, create phase templates.
6. In the Tasks related list, create task templates.
   You can also create matter task templates from the Tasks related list on the Matter Phase Template form.
7. In the Approver Groups related list, add user groups to whom the matter template is sent for approval.
   1. In the Approver Groups related list, click Edit.
   2. On the Edit Members form, select a user group from the Collection list and click Add to add it to the Approver Groups List.
      Only the user groups from the Legal department are listed in the Collection list.
   3. Click Save.
      The selected approver groups are added to the Approver Groups related list. The members of these groups are listed in the Approvals related list. An email notification is sent to these members for approval of the matter template.

      Nota:

      Any user who belongs to multiple groups will only receive one notification and will only appear once in the Approvals list.
8. Click Submit for approval.
   • If an approver group is selected, the template is sent to the group for approval. The state of the matter template updates to Waiting Approval. Anyone from the approver group can review and approve the matter template to publish it.
   • If an approver group is not selected, the matter is directly published and its state is Published.

   Nota:

   When an existing matter template is updated and published, any associated intake forms reflect the latest version of the template.

• Create a phase template for a matter template
  Create a phase template for a matter template for resolving the matter in an organized way. When you apply a legal matter template while creating a matter, the associated phases from the template are added by default to the matter.
• Create a task template within a phase template
  Create a task template within a phase template of a legal matter template. When you apply a legal matter template while creating a matter, the associated phases and tasks from the template are added by default to the matter.