Templates

Templates help the team start repeat cases without rebuilding the same structure each time.

Case templates

A case template defines the starting structure for a case. It can include:

  • Case type and default fields.
  • Subjects such as primary applicant, sponsor, employer, spouse, or dependant.
  • Case access defaults.
  • Document areas.
  • Request packs that add document requests to those areas.

Use case templates for repeat matter types, such as a visa subclass, accounting engagement, legal onboarding flow, or document-heavy service line.

Request library

The request library holds reusable document request templates.

Each request template defines the standard name, category, instructions, upload rules, and customer-facing wording for one evidence item.

Case templates can reuse request library entries. That keeps common requests consistent across case types.

Customised templates

A customised template is the workspace’s version of a built-in template. Use this when the built-in version is close but the practice needs different access, wording, request packs, or document requirements.

If the built-in template changes later, Matter can show that the customised version has newer upstream information available. Use the comparison view to decide whether to update the workspace version.

Live cases are separate

Changing a template does not mean every existing case should change automatically. A template is a starting point. A live case is the actual matter.

For existing cases, update the live requests and access directly when the matter needs it.

When to edit a request template

Edit a request template when the same wording or requirement should be reused in future cases.

Edit the live request when only one case needs different wording or evidence.

Good template hygiene

Keep templates understandable to a practice user:

  • Use human-readable names.
  • Avoid exposing programmatic keys in normal editing flows.
  • Keep access groups separate from document request packs.
  • Remove requests that are only relevant in rare edge cases unless the template clearly marks them as optional.