Duplicate a Matter
Lawtrac allows users to easily copy the main elements of an existing matter to create a new one without having to go through the manual add matter process. To duplicate an existing matter, you will take the following steps:
- Navigate to matter you wish to duplicate
- On top right menu, select Modules tab
- Click Duplicate
- Select the appropriate matter prefix (the auto sequencing will use the next available number for that prefix)
- Select the checkboxes for the matter areas you want to be copied
- Note: Legal Hierarchy is required to remain the same, but you have the option to select what other parts of the matter to copy
- Click Continue