By cloning a matter, an identical copy of a specific matter will be created. This helps to reduce your efforts substantially while creating similar matters. You can always clone an existing matter and then make any changes to the new cloned matter before saving it. To clone the matter, please follow the below steps:
- Go to Matters Report, select the matter record you want to clone.
- Click Operations Menu.
- Click Clone Matter.
- Make any changes if required.
- Click Save.
One you save, you will be redirected to the matter page.
Learn more about Matters
Add a new matter
Import matters from file
Assign team members to matter
Add custom fields to matter
Add tag to matters
View invoice raised for a matter
Customize matter number/default options for matter
How do I track invoiced matters?
Close a matter
Re open a matter
Using filters to sort matter