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Creating matter templates
Liam avatar
Written by Liam
Updated over a week ago

We understand that users are facing challenges in setting up consistent deal structures and formats across their matters โ€“ thatโ€™s why we created our matter template feature.

This gives users consistency in their deal structures and formats across different legal transactions. Customisable templates will help support quicker set-up and reduce mistakes.

To create matter templates you must be a ๐Ÿช„ Template Administrator. If you would like to become one please read this article and follow the instructions.

In this article:

Matter Templates Overview demo

We created a useful demonstration of how to use the template feature in Legatics 2.

This interactive video covers the following:

  • What is the Template Feature?

    • An overview of the template feature in Legatics 2.

  • Set Up Matter Templates

    • Step-by-step guidance on building your templates from scratch or using one of your existing matters.

  • Benefits

    • Detailed explanation of the advantages for you, your team, and your clients, including time-saving strategies.

  • Limitations

    • An outline of the current limitations of this feature.

We hope this video provides valuable insights and helps you make the most of the template feature in Legatics 2.

Matter template creation

  1. Once you log in to your Legatics account click "Matter templates" in the top navigation bar.

  2. Click "New matter template" to build your template from scratch or alternatively, you can select "Existing matter template" or "Existing matter" if you wish to use one of your existing matters for this template creation.

  3. Fill out the following fields (name, description, category, tag) then click "Create".

  4. Add participants to your template by clicking the "Add participants" button.

  5. On the next page click "Create role", give it a name, and then click on the "Create role" button.

    ๐Ÿ’กNote: You can set up further roles or add organisations (for more information on how to add organisations please visit this support article). This is useful if you want to create matter templates for a particular client.

  6. Click on the "Dashboard" button in the top navigation bar then click the "Create list" widget button.

  7. You can create your template from an underlying Word, or Excel document or you can use an existing list or template. You can also build your checklist from scratch using the "Empty list" option. For this template creation, we used the "Legal text".

  8. Copy and paste your checklist into the text field then click "Continue".

  9. Make the necessary changes to your checklist on the page then press "Continue".

  10. Name your "Reference" and "Text" columns the way you would like them to display in your checklist then press "Continue".

  11. Give your list a name then select "Create".

  12. Now that you have your checklist created in your template you can add more columns and rows.

    ๐Ÿ“š For further information on how to add columns, rows and sections visit this support article.

โ—You can create and add multiple lists within one matter template. All you need to do is click on the "Create list" button where you will be able to create further lists.

Create template category

  1. Click on the "Create category" button in the navigation bar on the right-hand side.

  2. Name your category then press "Create".

  3. Your new category will be added to your Matter template page.

    ๐Ÿ” For more on categories have a look at this article.

Matter template settings

  1. To edit your template settings click on the "Cog" icon.

  2. You can change the name, description, category and tag. Once you are happy with the changes click "Save".

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If you have any further questions about sections or anything else, please email us at

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