Legal matter templates

concept australia Updated Sep 10, 2026 1 min read legal-matter-administration.md
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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

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