Disclosure Ready has new matter template functionality, designed to address key workflow challenges faced by legal professionals. This addition to the platform enables firms to standardise their matter setup process, offering tangible benefits to both individual practitioners and teams as a whole.
Streamlined matter creation
Templating matters can be done from any existing matter, preserving essential elements such as folder structures, document fields and tagging systems. When initiating a new case, legal teams can now apply these pre-configured templates rather than rebuilding case structures from scratch.
For fee earners and support staff who regularly handle similar types of matters, this feature significantly reduces administrative overhead. The time previously spent on repetitive setup tasks can now be redirected to client-focused activities.
Organisational consistency
Consistency in matter structure is particularly valuable for multi-member teams and firms with established practice areas. Matter templates ensure that all cases of a particular type follow the same organisational framework, making it easier for team members to locate information when collaborating on or transitioning between cases.
Administrators can make templates available organisation-wide, facilitating the implementation of best practices across the firm. This capability is especially beneficial for firms with multiple offices or those integrating new team members who need to quickly align with established protocols.
Implementation and management
Setting up matter templates requires minimal effort. Users can create templates directly from existing matters through the settings interface, and templates can be managed centrally through the account settings panel. This straightforward approach allows firms to begin benefiting from the feature immediately.
The system also accommodates evolving needs, with options to rename, update or remove templates as practice requirements change.
Practical applications
Matter templates are particularly useful for:
- Matrimonial dispute cases with similar discovery requirements
- Transactional practices with standard due diligence processes
- Firms seeking to implement consistent knowledge management practices
- Practice groups looking to reduce non-billable administrative time
- Organisations onboarding new staff who need structural guidance for case setup
By addressing these common needs, matter templates contribute to both operational efficiency and quality assurance in legal service delivery.
For more information on implementing them, contact our support team or view our tutorial video demonstrating the feature in action.