---
title: Organisational matter templates
description: "Matter templates allow you to create new matters with the same settings, folder structure, documents, fields, and tags already in place — saving time and ensuring consistency across your team. ## **Creating a template from an existing matter** 1. Click…"
url: "https://ebriefready.legalready.ai/knowledge/organisational-matter-templates/"
updated: "2026-08-13"
category: Matter Management
---

# Organisational matter templates

Matter templates allow you to create new matters with the same settings, folder structure, documents, fields, and tags already in place — saving time and ensuring consistency across your team.

## **Creating a template from an existing matter**

1. Click the **edit pencil** on the right-hand side of the matter you want to use as a template
2. This takes you to the matter **Setup** tab
3. Click **Create Matter Template**

![](https://ebriefready.legalready.ai/wp-content/uploads/2026/08/Screenshot-2026-08-10-at-11.52.52-am-1024x657.png)

1. Enter a template name and click **Create**

![](https://ebriefready.legalready.ai/wp-content/uploads/2026/08/Screenshot-2026-08-10-at-11.53.43-am-1024x657.png)

## **Using a template to create a new matter**

When creating a new matter, you will now have the option to select a template. The new matter will inherit the settings, folder structure, documents, fields, and tags from the template.

![](https://ebriefready.legalready.ai/wp-content/uploads/2026/08/Screenshot-2026-08-10-at-11.54.53-am-1024x657.png)

![](https://ebriefready.legalready.ai/wp-content/uploads/2026/08/Screenshot-2026-08-10-at-11.55.24-am-1024x657.png)

## **Managing templates**

To view and manage your saved templates, go to **Your Account** → **Matter Templates** from the left-hand menu.

From here you can:

- **Rename** a template by clicking the pencil icon on the right-hand side
- **Publish to the organisation** by checking the **Published to entire organisation** checkbox and clicking **Update** (Organisation Administrators only)
- **Delete** a template by clicking the **X** button next to its name

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via [support@legalready.ai](mailto:support@legalready.ai) or +61 3 9020 4456.