How to create a matter template in Quillio
To create a matter template, open any matter that has the structure you want to reuse, click "Save as template", and give it a name. The next time you create a matter of that type, Quillio pre-loads the template's document checklist, default workflows, and any standard instructions. Templates are shared across your firm by default so everyone works from the same starting point.
What a template contains
A template captures the document checklist (what documents you expect to collect), the default workflows (what I should run first), standard instructions (tone, format, signing party preferences), and standard clauses for drafted documents. It does not capture client-specific content — that is the point.
Firm vs personal templates
Templates can be firm-wide or personal. Firm-wide templates are managed by administrators and reflect the firm's house style. Personal templates let a lawyer capture their own preferences without imposing them on the firm.
Versioning
Templates are versioned. When a firm template is updated, existing matters using an earlier version keep that version until you explicitly update them. This avoids mid-matter surprises.
Step-by-step
- Open a well-structured matter. Find a matter that represents how you want the matter type to run.
- Click "Save as template". In the matter settings menu.
- Name and scope the template. Give it a clear name and choose firm-wide or personal scope.
- Test the template. Create a new matter using the template and confirm the defaults work.
Common issues
- Firm templates should be reviewed by the responsible partner before going firm-wide — I flag this
- Templates do not copy client data — that is the point
- Template updates do not auto-apply to existing matters — intentional, to avoid surprise
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