Matter & Folder Templates
planned (2025)
LexWorkplace Product Team
Create templates that auto-populate folders (or documents) based on the matter type. For example: When creating a Business Formation matter, have LexWorkplace automatically create folders for Formation Docs and Financials in the new matter.
There could, for instance, be a template per Matter Type, or users could have the ability to simply create and name templates for any new matter.
LexWorkplace Product Team
marked this post as
planned (2025)
Neilton Meewes
This would be extremely helpful, since we could include templates and tags that are pre-made for that matter category. It would increase efficiency and the search functionality by a lot, with very little admin work.
LexWorkplace Product Team
Merged in a post:
Auto Populating Folders on new Matter Creation
A
Ashley M. Coghill
To be able to automatically generate a pre-created subset of folders on new matter generation - for example "letters" "notes" folders auto populating on new matter creation
LexWorkplace Product Team
marked this post as
planned