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Practice Management: Create a new Standard Matter for Clients

A Standard Matter needs to be created from the Standard Matter Console. The Standard Matter is then used as a Template to create a Matter for each Client.

Updated over a month ago

Follow the two steps below:
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Step 1 Set Up the Standard Matter

  1. Open the System Administration Console.

  2. Go to the Standard Matters console.

  3. Click Edit Mode to activate the Edit button.

  4. Click the Add Icon from the top Toolbar.

  5. The Standard Matter Wizard will appear.

  6. Write the New Standard Matter name and confirm the correct Entity Name.

  7. Click OK to have the New Standard Matter Template page.

  8. Add the Description and Year correctly for the New Standard Matter (e.g., 2026 Audit).

Note: If you create a New Standard Matter to Rollover from the previous year's Standard Matter, then please make sure the Description is the same except for the YEAR date! (e.g., New Standard Matter is '2026 Audit' and this needs to be rolled over from New Standard Matter: '2025 Audit').


Step 2 Complete the New Standard Matter Template page

  1. Year: Enter the required year, e.g. 2026.

  2. Launch Method: Check the previous year (e.g. 2025 Audit) Standard Matter.

  3. Rollover Type: Check the previous year (e.g. 2025 Audit) Standard Matter.

  4. Rollover Method: Check the previous year (e.g. 2025 Audit) Standard Matter.

  5. Milestone Template: Check the previous year (e.g. 2025 Audit) Standard Matter.

  6. Target Date: Check the previous year (e.g. 2025 Audit) Standard Matter.

  7. Budgeted Hours and Amount: Check the previous year (e.g. 2025 Audit) Standard Matter.

  8. Budgeted Amount Adjustment: Check the previous year (e.g. 2025 Audit) Standard Matter.

  9. Roll Responsibility: Check the previous year (e.g. 2025 Audit) Standard Matter. Note: If the previous year milestone has assigned Responsibilities and the previous year Standard Matter (e.g. 2025 Audit) has the Rollover Method set to Roll Prior Year Milestones, then choose YES for Roll Responsibility, to carry forward the SAME milestone responsibilities to this New Standard Matter (e.g. 2026 Audit).

  10. Roll From Matter: Select the previous year 2025 Audit Standard Matter.

  11. Entity: Choose the correct entity for the New Standard Matter.

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Practice Management: How to roll over matters individually and in bulk
Practice Management: Check if the Matter is a Tax Matter
Practice Management: Create a new milestone for an internal matter
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