Duplicate a matter

Duplicating a matter will create a copy of an existing matter carrying over the matter details you have already entered.

Duplicating a matter is useful when you need to create a new matter that has similar details of an existing matter. 

For example, if your client is purchasing a property then later decides to purchase another property nearby you can duplicate the first matter to save you time from re-entering details for client, council, water authority, etc.

If you need to create a large number of similar files, for example acting for the Vendor in sale of a new development, the best practice would be to utilise the Matter Templates feature.

To duplicate a matter:

1.    Open the matter you wish to duplicate.

2.    Click File and then select Duplicate matter.

This will create a new matter and will contain all of the identical information entered into the original matter.

Tip:  Workflow tasks and Documents will NOT be copied over to the duplicate matter.