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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

LT-Duplicate Matter-1_mp.jpg

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