”I wouldn't consider software that doesn’t have automated templates—there is no way to know how much time would be lost if we had to enter data for every form.“
Julie Anderson, Chief Executive Attorney & Managing Partner, Anderson & Associates
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Matter templates enable you to create new matters faster by tailoring templates by practice area or case type. They include preset details—such as matter information, document folders, task lists, and billing settings—that are automatically applied to new matters, making setup easier and more consistent.
In this free guide, you’ll learn:
- How to get started with matter templates in Clio Manage, including step-by-step setup instructions
- Best practices for naming and organizing templates
- A real-life example of how Julie Anderson uses matter templates to work faster, prevent mistakes, and ensure consistency
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